Data Gravity
Chris ZeoliEssential insights for founders and practitioners navigating the data and infrastructure software landscape.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 20 | Subscribers | Read | datagravity.dev |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Astera Labs IPO: S-1 Teardown
While the IPO market has been deafeningly quiet after a few false flags in Instacart, Klaviyo and Reddit, another $10B+ company quietly went public at over 50X revenue. Enter Astera Labs, whose connectivity chips have quietly been included ...
The Major Computing Cycles: from IBM to NVIDIA, CUDA and the Generative AI age
Yesterday at NVIDIA GTC in Jensen Huang’s keynote, he described the major computing cycles of the past, present and future. Highly worth a listen!
$150B+ of Annual CAPEX: The trends in Capital Expenditures by Hyperscaler Tech Giants
Meta recently announced acquiring over 600K GPUs in 2024 with plans for $37B of total capital expenditure investment. The announcement triggered a wave of analysis speculating which hardware vendors would benefit from this data center inves...
"Start-up Nation": An incomplete history and profile of Israel's rise in Cybersecurity
The startup ecosystem frequently highlights three primary hubs leading the forefront of innovation: 1) Silicon Valley, 2) New York, and 3) Tel Aviv. Each hub has evolved around distinct themes. Silicon Valley, initially rooted in silicon an...
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Authors
The writers behind this newsletter.
Partner @ Wing leading seed and series A investments in infrastructure software.
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