Generative AI Tech Trends

Why Humanoids Will Outgrow Every Forecast & The ROI Math Behind Humanoids in Manufacturing

Beyond headline names like Nvidia and Tesla, investors are beginning to map out the broader humanoid robotics landscape.

Aug 28 • 

GenAIExperts

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Elastic's $88B TAM in Search, Observability and Security Market And Offers 30–60% Lower TCO

In our recent deep-dive, we highlighted that many investors are eager to understand Elastic’s offering in greater detail.

Aug 5 • 

GenAIExperts

July 2025

Celestica's Four Strategic Moats and a 99% increase in Revenue: Why Celestica's White Box Switching Is Quietly Powering Gen AI Training at…

We know we promised our next piece would cover Elasticsearch—but after a strong wave of inbound questions on Celestica and its role in GenAI…

Jul 8 • 

GenAIExperts

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June 2025

40% of the Global 2000 Use Snowflake—and Why Snowflake is Getting Back into Popularity?

In our recent client conversations—we're seeing a surge of interest in two platforms in particular: Snowflake and Elastic. Once seen as complementary or…

Jun 5 • 

GenAIExperts

May 2025

What OpenAI’s $250M NewsCorp Deal Signals & Perplexity–TIME Rough Revenue Uplift Analysis

Between 2022 and 2025, licensing data for AI model training evolved from a niche practice into a standard industry paradigm.

May 19 • 

GenAIExperts

1

GPU-as-a-Service Is Heating Up: How CoreWeave Delivers 30–50% Lower Costs

2024–2025 saw major deals in GPU-as-a-Service space.

May 1 • 

GenAIExperts

1

April 2025

Why Meta Chose Pure Storage? OEMs expect to power over 50% of SSDs with QLC by 2026

Meta’s blog on “A case for QLC SSDs in the data center” is getting a lot of traction, and our clients are asking pointed questions: Is QLC really ready?

Apr 16 • 

GenAIExperts

March 2025

2026 AI Compute Predictions: Where Will the Next 10M+ GPUs Be Deployed?

At GTC 2025, Nvidia emphasized that we are at an inflection point in computing, where AI data centers are becoming the new factories of the digital age.

Mar 20 • 

GenAIExperts

Microsoft’s Data Center Pullback: Who Are the Likely Lessors?

The data center industry has been sent into a frenzy with recent reports that Microsoft has canceled select leases with at least two private data center…

Mar 6 • 

GenAIExperts

1

February 2025

AI Data Services Market Projected $30B+ TAM by 2028: Surge in Demands for RLHF, Eval & Synthetic Data

As we progress toward AGI, it is becoming increasingly evident that data quality will have a greater impact on model performance than algorithmic…

Feb 11 • 

GenAIExperts

DeepSeek - Key Questions & Their Answers From Our Client Conversations

We Have Been Inundated

Feb 2 • 

GenAIExperts

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January 2025

GPU vs. Custom ASIC; Broadcom says $60B-$90B+ Opportunity in 2027

It’s no longer just a GPU-driven world.

Jan 8 • 

GenAIExperts