Industry Analysis
Safeguard articles tagged "Industry Analysis" — guides, analysis, and best practices for software supply chain and application security.
100 articles
AI capex scoreboard 2026: Amazon, Microsoft, Alphabet, Meta, Oracle
How much Amazon, Microsoft, Alphabet, Meta and Oracle are spending on AI infrastructure in 2026, what the numbers include, and which figures disagree.
Google and Meta AI strategy in 2026: own chips, own models, closed or open
How Google and Meta are spending on AI in 2026: Google's chips, Gemini and cloud sales, and Meta's move from open Llama to a closed Muse Spark.
Cloud AI revenue and backlog in 2026: AWS, Azure, Google Cloud and Oracle
AWS, Azure, Google Cloud and Oracle report revenue growth and a combined backlog above $2 trillion. What backlog means, who is in it, and what to check.
LLM throughput metrics: tokens per second, prefill, decode, batching
Tokens per second can mean per user or per server. Learn TTFT, inter-token latency, prefill versus decode and batching, and how each sets your GPU cost.
GPU utilization explained: allocation, kernel, MFU and the 60% figure
GPU utilization means three different things. Learn allocation, kernel and MFU, why 60 percent or lower is common, and what each costs you per hour.
GPU rental prices in 2026: H100, H200 and B200 per hour
What renting an H100, H200 or B200 costs per GPU hour in October 2026, how list, spot and committed prices differ, and what moves them. Dated sources.
How Singapore decides which data centres get power: 2019 to DC-CFA2
Singapore releases new data centre capacity through government calls, not on demand. How the rules grew from a 2019 pause to the 2026 DC-CFA2 awards.
Malaysia's data centre rules: approvals, power contracts, tariffs, water
Malaysia now vets new data centres through a task force, charges for unused power reservations and watches Johor water. How the rules work in October 2026.
Gas turbines and on-site power for AI data centres explained
Why AI data centres are building their own gas power, how big the turbine backlog is, what xAI and Stargate Abilene show, and where the sources disagree.
xAI inside SpaceX: what the filings say about Grok, Colossus and cash
SpaceX now reports xAI as its AI segment. Its filings show AI capex of $15.8 billion in one quarter and 1.4 GW of compute. Here is how to read them.
Meta's AI shift: from open Llama to closed Muse, and what it costs
Meta moved from open Llama weights to the closed Muse Spark and Muse Wonder models. Here is what its filings and posts say about the shift and spending.
Google DeepMind and Gemini 4 Argon: direction, spending and pricing
What Google DeepMind's Gemini 4 Argon launch, Alphabet's Q2 2026 filing and the Gemini price list say about where Google's AI work is heading.
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