Research / Topics
Big Tech & Cloud
Hyperscaler capex, in-house silicon and AI demand. Microsoft, Amazon, Google, Meta and OpenAI.
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2026
- Rethinking Amazon + Not All SaaS Is Dead
AWS Shows a Survival Path for Enterprise Software
- An Interview with Meta VP Matt Steiner About Ads Infrastructure
MTIA, co-designed NVIDIA SKUs, LLM-written kernels, a 1T-parameter recommender at sub-second, and more
- Meta's MTIA Roadmap
Inference-centric design tradeoffs are smart. ROIC is clear. Implications across the supply chain.
- The $200 Billion Bet
Why Amazon has the hardest ROIC story in tech, and what to do about it
- Meta’s ROIC Strategy: GEM Now, LLMs Later
Meta doesn't need the smartest AI. It needs the most profitable one.
2025
- The Four Horsemen: Google, Microsoft, Amazon, Meta Earnings
Wall Street favors quick cloud returns. But Meta’s betting on turning tokens into high-margin dollars. It’s a playbook it’s already run successfully and investors seem to be overlooking it.
- When Broadcom’s Customers Start Buying Chip Startups
Will these acquisitions disintermediate Broadcom?
- AWS Is Missing the AI Infra Moment
Amazon stock depends on AWS, but AWS is struggling with GPU shortages, power constraints, and slow growth
- Why GenAI is Good for Google
Also: Google vs OpenAI, vs Meta, and risks
- Enterprise AI: Nvidia, Dell, and Implications for AMD
Nvidia vision, Dell validation, AMD questions.
2024
- GenAI for Gaming, Netflix, CapEx
Could generative video impact CapEx spend?
- Data Center Energy, National Security, Nuclear Power
OpenAI's Training and Inference Scaling Laws Call For More Nuclear Power
- Nvidia and Microsoft - The Impact of LLM-Powered Copilots on Microsoft's Hardware Strategy
Running Microsoft 365 Copilot and GitHub Copilot on Nvidia GPUs ain't cheap. CapEx and OpEx will continue to rise, compelling Microsoft to explore a switch from GPUs to AI ASICs.
- Amazon's Nvidia Entanglement
AWS will continue buying Nvidia GPUs even as competition improves. AMD and AI ASICs like Groq can compete for a spot in AWS's portfolio.
