Procure.FYI Substack
Howe WangProcure.FYI is a Substack publication delivering in-depth investment analysis on federal technology spending and the adoption of enterprise AI and data applications.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 62 | Subscribers | Read | procurefyi.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
From $8M to $21B: How Geopolitics and Lip-Bu Tan’s Bet on Data Connectivity Created an AI Titan
This article is the final installment in my deep dive on fiber optics and data center connectivity( Pt 1, Pt 2). For months, I’ve been digging into the rise of LPO technology and its primary champion, Credo . The catalyst for finally writin...
Mellanox, NVIDIA, and the GPU Era - A Networking Story Spanning China, the US, and Israel
Happy Sunday, if you’ve been following along with my data center cooling solution and fiber optics series (Pt.1 on the supply chain maze), you know I’m into the hidden, but very profitable, layers that make all this happen. Most chatter abo...
An Overview of a Global and Dispersed Networking Ecosystem
# Fiber Optics Supply Chain
How Generative Answers Are Reshaping Google Search
This week, headlines buzzed with speculation about Google’s traditional search business - employee buyout and noises proclaiming its core business dominance doomed. Yet, Alphabet’s search empire isn’t collapsing; it’s evolving, probably bet...
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Authors
The writers behind this newsletter.
I write about public technology spending, machine learning infrastructure, and enterprise AI adoption
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