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Company

Infrastructure

Filtered to Product Launches ×
4 articles stable

Infrastructure has appeared in 4 articles since 2016-11. Coverage peaked in 2025Q4 with 1 articles.

Articles
4
mentions
Velocity
0.0%
growth rate
Acceleration
0.000
velocity change
Sources
4
publications
Claudeonomics
Meta engineers compete on an internal leaderboard tracking Claude API spending. When your competitor gamifies their dependence on you, you're not a competitor a...
The Clock
AWS S3 storage launched at $0.15 per GB per month in 2006. Today it's $0.023 — an 85% decline across 90+ price cuts. The commodity layer is following the utilit...
The Infrastructure Cycle
Every American infrastructure — electricity, railroads, telephone, broadband, cellular, cloud — has followed the same five-stage economic cycle. Each completes ...
The Cloud Has an Address
Iran physically damaged AWS infrastructure in Bahrain. For a decade, security experts warned that the internet's physical layer — submarine cables, data centers...
The $150 Billion Question
Meta guides $115-135B in capex and rises 7%. Microsoft spends $37.5B in a quarter and crashes 10%. The market is trying to price AI infrastructure—and failing.

Coverage Timeline

2025-10-23
Financial Times 1 related

Data center startup Crusoe raised $1.4B led by Mubadala and Valor, more than tripling its valuation to $10B+ in one year and taking its total funding to $3.9B

Infrastructure provider to OpenAI triples its valuation to $10bn in a year  —  Data centre start-up Crusoe has raised $1.4bn …

2024-03-01
Constellation Research 14 related

Dell reports Q4 revenue down 11% YoY to $22.3B, vs. $22.2B est., Client revenue down 12% to $11.7B, and Infrastructure revenue down 6% to $9.3B; DELL jumps 15%+

and lifting Nvidia, AMD shares O'Ryan Johnson / CRN : Dell COO Jeff Clarke Says 2024 'Didn't Go As Planned' But Expects AI-Fueled Rebound Thurrott : Dell Records Double-Digit Revenue Declines in Lates...

2023-03-31
CTech 1 related

env0, which develops Infrastructure as Code workflow automation and management software, raised $18.1M led by Venture Guides, bringing Series A total to $35.1M

Meir Orbach / CTech : Mastodon: @jay@cuthrell.com Mastodon: Jay Cuthrell / @jay@cuthrell.com : @Techmeme Seeing investments in companies that bring convergence thinking and greater abstraction to Inf...

2016-11-01
GeekWire 2 related

Report: AWS has 45% share of worldwide public Infrastructure as a Service market, more than Microsoft, Google, and IBM combined

Amazon Web Services holds a 45 percent share of the worldwide public market for Infrastructure as a service (IaaS) — greater than Microsoft …

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