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Latest posts
Last updated 19 days ago
Premium: Agentic waves
19 days ago
Cloudflare is capturing agentic use cases, which will drive demand into other...
Premium: Agentic leverage
20 days ago
I looked at Cloudflare's Q4 results back in February, and their positioning...
Premium: Rubrik's new agentic layer
25 days ago
Rubrik just reported its latest Q127 in early June, then turned around...
Premium: Farther out waves
about 1 month ago
NVIDIA hopes physical AI and edge AI will spread this agentic demand...
Premium: Wave after wave of demand
about 1 month ago
Now that we've covered Vera Rubin and its modular racks, let's focus...
Premium: Vera Rubin decoder ring
about 2 months ago
Now that we covered the major Vera Rubin announcements, let's dive into...
Premium: Modular inference
about 2 months ago
Welcome to NVIDIA Week! It's time to catch up on the strategic...
Premium: Rolling in the green
about 2 months ago
NVIDIA had a stellar Q1, is giving a huge chunk of revenue...
Premium: A Connected Sensor Network
2 months ago
Axon reported Q126 results this week. The stock jumped over 10% the...
Premium: Inference waves
3 months ago
NVIDIA continues to impress. The stock is up +78% TTM, but was...
Premium: Agentic Orange
3 months ago
As noted in my last earnings take, Cloudflare seems well-positioned. The rise...
Premium: Axon's expanding stack
3 months ago
Axon's software moves, including Axon Week announcements and its foray into next-gen...