The Great AI Infrastructure Race: Who Wins the Compute Layer?
As frontier model training costs plateau, the battle shifts to inference infrastructure. We analyse CoreWeave, Nebius, and Anyscale across six dimensions: GPU fleet size, pricing power, customer concentration, margin profile, and IPO readiness.
Databricks IPO Preview: Valuation Framework and Comparable Analysis
With Series J complete and $62B valuation set, Databricks is the most anticipated tech IPO since Snowflake. We model out three scenarios — bull, base, bear — using Snowflake, Palantir, and Confluent as comps.
Anthropic vs OpenAI: The Enterprise AI Moat Comparison
Both companies are racing for enterprise contracts, but their strategies diverge sharply. Anthropic bets on safety differentiation; OpenAI bets on ecosystem lock-in. We score each on 8 moat dimensions.
Funding Velocity Index: How Fast Are AI Companies Raising?
We tracked 12 AI companies across 47 funding rounds to build a Funding Velocity Index — measuring round cadence, capital efficiency, and investor concentration. The findings challenge common narratives about AI funding sustainability.
Post-DeepSeek: Has the Compute Premium Collapsed?
DeepSeek's R1 release shocked markets and briefly wiped $600B from NVIDIA's market cap. Three months on, we assess the lasting impact on GPU cloud valuations, inference economics, and the frontier model race.
Scale AI: The Quiet Data Monopoly Behind Every Frontier Model
Scale AI labels data for OpenAI, Meta, the US DoD, and dozens of others — yet remains private at $13.8B. We examine customer concentration risk, the RLHF moat, and why a 2026 IPO could reprice the entire data services category.
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