From $8M to $21B: How Geopolitics and Lip-Bu Tan’s Bet on Data Connectivity Created an AI Titan
A Deeper Look into Fiber Optics and Networking Pt.3: Credo’s Story| Procure.FYI Substack
A Deeper Look into Fiber Optics and Networking Pt.3: Credo’s Story| Procure.FYI Substack
A Deeper Look into Fiber Optics and Networking Pt.2| Procure.FYI Substack
A Deeper Look into Fiber Optics and Networking Pt.1| Procure.FYI Substack
Don’t Worry About Google, Worry About Yourself| Procure.FYI Substack
Private Equity Return Under Scrutiny: A Memorial Day Dispatch| Procure.FYI Substack
A Tale of Two AI Clouds Continues| Procure.FYI Substack
The Economics of AI Inference: What Every Startup and Enterprise Needs to Know| Procure.FYI Substack
Modeling Real-World AI Inference Costs and How Companies Should Choose Platforms| Procure.FYI Substack
Industry Dynamics and Competitive Landscape in AI Inference| Procure.FYI Substack
A Technical and Economic Guide to 3 Types of Inference Platforms| Procure.FYI Substack
A Practical Guide to CoreWeave for AI/ML Practitioners| Procure.FYI Substack
Microsoft’s Data Center Pullback, AI’s Shift from Pre-Training to Inference, and the Changing Compute Infrastructure Landscape| Procure.FYI Substack
AI Data Operations Enter the Smart Phase: Why Quality & Strategy Now Beat Quantity| Procure.FYI Substack
Hype, Dreams, Economics, and Uncertainty Fueling the Nuclear Renaissance in a Data Center World| Procure.FYI Substack
Technologies, Market Players, and Challenges in Data Center Cooling| Procure.FYI Substack
Take A Further Look at 10 Years U.S Data Center Construction Spending| procurefyi.substack.com
Procure.FYI is a Substack publication delivering in-depth investment analysis on federal technology spending and the adoption of enterprise AI and data applications. Click to read Procure.FYI Substack, by Howe Wang, a Substack publication with thousands of subscribers.| procurefyi.substack.com
Five Hours In—Financial Gymnastics, GPU Bets, and Microsoft’s Grip| procurefyi.substack.com
