Insights
Comprehensive view of technical insights and vendor strategies
Weekly Industry Insights
Jun 22 - Jun 28 Weekly Insight
This week saw diversified developments in AI infrastructure, with vendors competing for control through custom chips, liquid cooling, and vertical integration, while ARM server market share exceeded 45%, accelerating the shift to AI-native architectures.
Read More →Jun 15 - Jun 21 Weekly Insight
This week shows dual trends of hardware lock-in and software ecosystem restructuring in AI infrastructure, alongside rising global AI model export control risks.
Read More →Jun 8 - Jun 14 Weekly Insight
This week's core trend shows AI infrastructure vendors strengthening control through technical lock-in and ecosystem integration, with security automation and AI agent governance emerging as new focal points.
Read More →Jun 1 - Jun 7 Weekly Insight
This week saw significant shifts in AI infrastructure and control layers, with NVIDIA and Cisco driving ecosystem integration from chip and network perspectives, while Microsoft strengthens enterprise AI applications with full-stack agent technologies.
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