Archive - Infra Startups

Startup Tracker #3 - What this week's infra data reveals

Agent-ready retrieval, serverless inference, and production guardrails

Aug 17 •

Company Deep Dive #6: SNOWFLAKE

Data cloud to power analytics and AI

Aug 15 •

Company Deep Dive #5 - DATABRICKS

Unified infra for data and AI work in the enterprise

Aug 10 •

Startup Tracker #2 - What this week's infra moves reveal

Dissecting this week's movements of infra startups

Aug 9 •

Company Deep Dive #4 - VERTIV

Providing power and cooling systems to giant AI clusters

Aug 7 •

Company Deep Dive #3 - CEREBRAS SYSTEMS

Building blazing fast AI hardware at wafer scale

Aug 6 •

Company Deep Dive #2 - NEBIUS

Selling vertically integrated AI infra to compute-hungry customers

Aug 5 •

Company Deep Dive #1 - COREWEAVE

Dissecting the mechanics of selling AI cloud infrastructure

Aug 4 •

Startup Tracker #1 - What this week's infra moves reveal

Twelve currents reshaping the AI infra stack

Aug 3 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts