Europe Gets Real About AI Sovereignty and Neoclouds at GTC Paris
In this episode from GTC Paris, Nicole chats with Andy Pernsteiner, Global Field CTO at VAST Data, for an insider's view of Europe's quickly evolving AI landscape. From the sidelines of Nvidia’s packed event—strategically co-located with Viva Tech—Andy shares candid insights on the shift from heavy…
Soluna Holdings CEO John Belizaire Q&A - Q4 Earnings & HPC Pivot!
Soluna's CEO John Belisere walks us through their impressive 80% revenue growth in 2024 and explains their strategic pivot from GPU rentals to focusing exclusively on Bitcoin mining and AI infrastructure development.• Core business performed exceptionally well with revenue reaching $38 million, up …
Cloud and Neocloud FinOps and Economics (with Hyoun Park)
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FinOps has become a thing over the past four to five years as enterprises began to grip on their cloud spending across the board from infrastructure to SaaS software. FinOps was a long time coming and built on pioneering work a decade ago to bring cloud economics into view.
Now we…
Colo is not dead.
Forget cloud-only strategies—AI is driving a resurgence in colocation and a rethink of what hybrid infrastructure really means.
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AI has flipped the script on how we think about digital infrastructure. In this episode, we’re joined by TierPoint SVP Don Schuett to explore how the surge in AI demand…
Episode 127: Nothing but "cold takes" on Mulesoft, Red Hat and the Facebook
We discuss Salesforce buying Mulesoft, rumors about Google buying Red Hat and provide cold takes on the Facebook crisis. Plus, Matt Ray explains why there are pictures of a giant snake, a kangaroo and dog's bottom posted on Facebook Wall.
Matt Ray’s Facebook links
BIG SNAKE
Matt Ray’s son …
Big Tech Investing Expert Rihard Jarc Tells Us Who Is Actually Winning the AI Race
On this episode of Chit Chat Stocks, we speak with recurring guest and Big Tech expert Rihard Jarc on the race in artificial intelligence (AI). We discuss:
(00:00) Introduction
(02:00) Amazon's AI Strategy and Anthropic Relationship
(10:14) Google's Competitive Edge in AI
(19:26) Meta's AI Monetiz…
Is AWS Losing Its Throne to Microsoft, Google, and Neo Clouds?
The cloud infrastructure market is buzzing with new developments. According to fresh data from Synergy Research Group, Amazon Web Services (AWS) is still the biggest player, but its dominance is slipping as rivals surge ahead. AWS's hold on the industry has softened to just under 30%, down from ab…
$750 Billion in AI CapEx: Who Eats First — The Hyperscaler Hierarchy, Neo Cloud Risk, and Enterprise SaaS Under Pressure
Amazon, Microsoft, Alphabet, and Meta just collectively committed to over $750 billion in capital expenditure for 2026. They spent $130 billion in a single quarter. That is a 70% increase from what these companies spent in 2025 — and the spending is still accelerating into the second half of the ye…
The 2026 GPU Shortage Crisis
In this episode of "Full Tech Ahead," host Amanda Razani interviews Stefaan Vervaet, co-founder and CEO of Akave. They discuss the major shifts in AI infrastructure, specifically the rise of "Neo Clouds"—specialized GPU-as-a-service providers and compute marketplaces that decentralize compute away …
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