ArticleInsights7 min
Microsoft Can't Deliver $80B in Orders. If You're Not Enterprise, You're Not First in Line.
Microsoft Can't Deliver $80B in Orders. If You're Not Enterprise, You're Not First in Line.
AI
Asif Waliuddin
Feb 24, 2026
Tag
AI
26 articles tagged with “AI”
26
Articles
Related tags:
Read more
ArticleInsights2 min
Microsoft Has $80B in Orders It Can't Fill. If You're Not Enterprise, You're Not First in Line.
Microsoft Has $80B in Orders It Can't Fill. If You're Not Enterprise, You're Not First in Line.
AI
Asif Waliuddin
Feb 24, 2026
ArticleInsights7 min
Smaller, Local, Faster -- and Now Also More Accurate: The Performance Case for SLMs
SLMs Beat LLMs at Specific Tasks -- The Performance Case for Smaller Models
AI
Asif Waliuddin
Feb 24, 2026
ArticleInsights8 min
The $690B Moat: Why Hyperscaler Capex Is the Best Argument for Local AI
The $690B Moat: Why Hyperscaler Capex Is the Best Argument for Local AI
AI
Asif Waliuddin
Feb 24, 2026
ArticleInsights2 min
The AI Vendors Told You Bigger Models Were Better. Production Data Says Otherwise.
SLMs Beat LLMs at Specific Tasks -- The Performance Case for Smaller Models
AI
Asif Waliuddin
Feb 24, 2026
ArticleInsights2 min
The GPU Cluster Era Is Ending for Inference. Here's What Replaces It.
Hardware Diversification Is Making Local AI Viable -- The GPU Is No Longer the Whole Story
AIGPUs
Asif Waliuddin
Feb 24, 2026
ArticleInsights2 min
Microsoft Has $80 Billion in Orders It Cannot Fill. That Is Not a Success Metric.
Microsoft's $80B unfilled Azure orders due to power and chip constraints is being framed as bullish demand when it is actually a capacity/delivery failure
AIMicrosoftSemiconductors
Asif Waliuddin
Feb 22, 2026
ArticleInsights2 min
NVIDIA's Vera Rubin Assumes Trillion-Parameter Models Are the Baseline
NVIDIA Vera Rubin platform (H300 GPUs) designed for trillion-parameter models with dedicated AI foundry capability
AIGPUsNVIDIA
Asif Waliuddin
Feb 21, 2026
ArticleInsights5 min
Vera Rubin and the Trillion-Parameter Assumption: NVIDIA's Hardware Roadmap Is Telling You Something
NVIDIA Vera Rubin platform (H300 GPUs) designed for trillion-parameter models with dedicated AI foundry capability
AIGPUsNVIDIA
Asif Waliuddin
Feb 21, 2026