Exploring the Future of Refurbished Storage and Graphics Components.

Exploring the Future of Refurbished Storage and Graphics Components.

January 3, 2025

Bridging the Gap: The Evolving Landscape of Refurbished Storage and Graphics Components

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Component Snapshot

Technology Health Check: September

September 4, 2025

by Brad Gastwirth Global Head of Research and Market Intelligence

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MLCCs: The Small Part Creating Big Infrastructure Risk

MLCCs: The Small Part Creating Big Infrastructure Risk

September 9, 2025

by Brad Gastwirth Global Head of Research and Market Intelligence

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ORCL/Open AI: Implications for the Supply Chain

ORCL/Open AI: Implications for the Supply Chain

September 12, 2025

by Brad Gastwirth Global Head of Research and Market Intelligence

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CoreWeave/NVIDIA and Oracle/TikTok: Two Stories, One Message for the Supply Chain

CoreWeave/NVIDIA and Oracle/TikTok: Two Stories, One Message for the Supply Chain

September 16, 2025

by Brad Gastwirth Global Head of Research and Market Intelligence

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First Thoughts on NVIDIA's $5B Investment in Intel

First Thoughts on NVIDIA's $5B Investment in Intel

September 18, 2025

by Brad Gastwirth Global Head of Research and Market Intelligence

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Memory Update

Memory Update

September 21, 2025

by Brad Gastwirth Global Head of Research and Market Intelligence

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NVIDIA / OpenAI: $100B Partnership to Deploy 10GW of AI Infrastructure

NVIDIA / OpenAI: $100B Partnership to Deploy 10GW of AI Infrastructure

September 22, 2025

by Brad Gastwirth Global Head of Research and Market Intelligence

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Enterprise Compute & AI Infrastructure:

Enterprise Compute & AI Infrastructure:

September 25, 2025

by Brad Gastwirth Global Head of Research and Market Intelligence

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CoreWeave’s $14B Meta Deal Isn’t Just Big, It’s Defining the Future of AI Infrastructure

CoreWeave’s $14B Meta Deal Isn’t Just Big, It’s Defining the Future of AI Infrastructure

September 30, 2025

by Brad Gastwirth Global Head of Research and Market Intelligence

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OpenAI × AMD: what it means (and what it doesn’t)

OpenAI × AMD: what it means (and what it doesn’t)

October 6, 2025

by Brad Gastwirth Global Head of Research and Market Intelligence

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U.S. Strategic Stakes in Critical Resources: Trilogy Marks a Broader Pattern

U.S. Strategic Stakes in Critical Resources: Trilogy Marks a Broader Pattern

October 8, 2025

by Brad Gastwirth Global Head of Research and Market Intelligence

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Technology Health Check: October

Technology Health Check: October

October 14, 2025

by Brad Gastwirth Global Head of Research and Market Intelligence

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TSM Results: What Does This Mean For The Supply chain

TSM Results: What Does This Mean For The Supply chain

October 17, 2025

by Brad Gastwirth Global Head of Research and Market Intelligence

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What We Learned From Earnings So Far

What We Learned From Earnings So Far

October 24, 2025

by Brad Gastwirth Global Head of Research and Market Intelligence

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Q3 2025: Hyperscalers Fuel Semiconductor Supercycle

Q3 2025: Hyperscalers Fuel Semiconductor Supercycle

October 30, 2025

by Brad Gastwirth Global Head of Research and Market Intelligence

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