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Procure.FYI Substack

Procure.FYI

Procure.FYI focuses on federal technology spending, investment, and the adoption of enterprise AI and data applications.

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

A Long Meditation on Data Center Cooling Opportunities

I’ve been a bit quiet over the last month. We just formed a partnership with Berkeley Sky Computing Lab to serve as a real-world data partner and supply our processed federal transaction and pricing data. This collaboration will help experi...

2 months ago
12
0

“Guess That Spending” How Much Did the U.S. Drop on Data Centers Last Decade?

While reviewing the new data center spending data today, I decided to dig a little deeper. I wanted to see how it aligns with major cloud events and the revenue growth of hyperscalers. So here we go — can you guess the total spending over t...

3 months ago
8
0

On Anduril’s Series F (That Finally Closed)

After months of significant effort, Anduril has finally announced their latest funding round. I wrote about this three months ago when the news first broke by The Information’s Cory Weinberg. The Series F funding round ended with a $1.5 bil...

3 months ago
2
0

Using LLM to Analyze 40 Years of Government-Funded AI Research PT.2

Following up on my earlier post this week on 40 years of SBIR/STTR trends, let’s delve into the specifics of different agencies’ priorities and award preferences: verticals or mandates supported by these AI SBIR STTR awards by different age...

3 months ago
2
0

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  • Procure.FYI

    Procure.FYI focuses on federal technology spending, investment, and the adoption of enterprise AI and data applications.

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