Research & Analysis

Original reporting, market research and expert analysis examining long-term trends across digital infrastructure markets. This section includes analyst insight, deep dives into infrastructure economics, industry data and strategic analysis of emerging technology and market developments.

Meta Compute signals a gigawatt AI buildout but is it an internal engine or a future hyperscale rival?

Summary: Meta launched Meta Compute, what is being described as a ‘top-level initiative’ that will oversee the rapid building of…

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NVIDIA turns to Groq to fix the GPU inference gap

Summary: NVIDIA and Groq entered into a licensing arrangement that will see NVIDIA pay Groq to use and integrate its…

 

STL Partners opens submissions for top edge companies list

The STL Partners top edge computing companies list recognizes leading innovators in the edge computing ecosystem which includes startups and…

 

2025 marks a shift: Data sovereignty and AI drive the next phase of edge deployment

The edge computing market is maturing, with 2025 as the tipping point for how stakeholders think about deployment, AI workloads…

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Zenlayer: A massively distributed edge cloud service provider operating over 270 PoPs around the world, with expertise in fast-growing emerging markets. https://www.zenlayer.com/

OnLogic: A global industrial PC manufacturer and solution provider focused on hardware for IoT and edge AI, OnLogic designs highly-configurable computers engineered for reliability. https://www.onlogic.com/

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