We spent the last few days at FMS (Future of Memory and Storage) and had meetings with all the key players in the memory, storage, and now also interconnect/networking, ecosystem. A clear takeaway was better line of sight to the CXL standard to start to solidify. If you are not familiar with CXL it is…

Microsoft disclosed more than 30 million paid Microsoft 365 Copilot seats this week, and the number works best read as an installation count. Every paid seat puts Work IQ inside a customer’s tenant, the context layer over roles, projects, artifacts and institutional knowledge that Microsoft’s agents need in order to produce anything specific to a…

In our prior report, The Hyperscaler Capacity Partner Hierarchy, we talked about the importance of partners for hyperscalers, particularly those with a specific type of business model that allowed them to keep a preferred margin profile when they could not secure infrastructure fast enough to convert their backlog. We think, as the market adopts behind-the-meter…

Inside the Full Report For Clients and Subscribers This report is the third installment in our work on hyperscalers, neoclouds, and the economics of external AI capacity. We have spent a lot of time tracking power and utilities because we continue to believe power will set the pace of the AI infrastructure buildout. Our recent…

We thought it would be useful to look back at a wide range of research from 2023 and 2024, just as it became clear that AI was about to change everything, and ask where those early forecasts ended up being right, wrong, or simply too conservative. This retrospective draws on a wide range of research…

We have been thinking about cybersecurity as a much deeper enterprise function than the word security tends to imply. The same framework can be extended to sovereign nations. Closed and open models, including models developed outside a company’s or country’s borders, are becoming capable enough that persistent threats will be a fact of operating life.…