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Examining Amazon's $608 billion capex cycle, Graviton revolution, and triopoly advertising dominance in 2026.
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A systematic analysis of 140+ claims reveals electricity access, not GPU supply, now governs hyperscale expansion.
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A comprehensive analysis of how drone strikes and sovereignty demands are reshaping the hyperscaler competitive landscape.
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Amazon, Microsoft and Google race to deploy AI capacity despite uncertain returns on investment.
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Analyzing 116 claims across sell-side research and macroeconomic data reveals five structural findings on AI overinvestment.
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How Google's control over silicon, models, and data creates a uniquely integrated competitive position against AWS and Azure.
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How the Microsoft breakup, Amazon's dual bets, and a $122B cash burn reshape the AI investment landscape.
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AWS leads the most expensive build-out in history as compute capacity replaces talent as AI's binding constraint.
