Nebius wants partners to finance the data centers and GPUs while it runs the cloud on top and collects the fees. We studied the stack, the market lanes and the partnerships, then modeled the business ...

AST SpaceMobile is building a network in orbit that ordinary phones can use directly. We walk through the technology, the evidence behind it, the competitors closing in, and the carrier partnerships ...

NVIDIA no longer sells chips so much as entire AI factories, and the buyers of those factories now stretch far beyond the hyperscalers. Our work on the companies doing the buying points to a larger ...