AI Cloud Infrastructure & Strategy

Covers AI-optimized cloud infrastructure, strategic alliances, capex investments, and competitive dynamics in the AI cloud space, including partnerships, hardware supply, and infrastructure buildout.

The AWS Silicon Strategy: Inside Amazon's AI Infrastructure Playbook

Graviton, Trainium and Inferentia aim to cut Nvidia dependence and capture value across compute, storage and inference.

By KAPUALabs

/ 5 Aug 2026

Steel Barons of the Digital Age: The Race to Control AI's Industrial Foundation

How Amazon, Google, and Meta are mimicking 19th-century industrialists to dominate the AI economy.

By KAPUALabs

/ 6 Jul 2026