Amazon – Forest Still Growing

So much more than an online retailer. 

Xbox-ed

What does the SpaceX IPO say about the broader market

SpaceX-cluded

What does the SpaceX IPO say about the broader market

Crowding out the Competition

Cybersecurity for the AI era

AI’s Early Returns

Early signs of returns emerging from the AI capex build-out.

Microsoft – On OpenAI Watch

What do Microsoft’s recent results suggest about the risks associated with OpenAI?

Nvidia – Bubble or Brilliant?

Let’s cut through the noise around Nvidia’s recent results.

No Cap to CapEx

What are the risks and opportunities for Big Tech in AI infrastructure development?

Microsoft – Double Dipping in AI

How is AI shaping Microsoft?

Alphabet: Is the Search Over?

Can Alphabet compete in the world of generative AI?