Daniel Krauz

Daniel Krauz

Covers semiconductors and computing hardware for Edgewisely — chip strategy, foundry capacity, interconnect economics and the AI hardware supply chain.
Nscale's $3.5 Billion Bet on Backlog

Nscale's $3.5 Billion Bet on Backlog

How a two-year-old British data-center operator is asking investors to underwrite a $30 billion valuation on contracts that haven't been collected yet.
Daniel Krauz Cloud 5 min read
Crusoe's Flared-Gas Pivot Hits $30B

Crusoe's Flared-Gas Pivot Hits $30B

Crusoe tripled its valuation to $30 billion in under a year, and a chunk of the credit belongs to one customer's $13 billion cloud contract.
Daniel Krauz Cloud 4 min read
Top 7 Internal Developer Platforms in 2026

Top 7 Internal Developer Platforms in 2026

Seven internal developer platforms compared on deployment model, pricing, and real trade-offs: Backstage, Port, Cortex, OpsLevel, Humanitec, Atlassian Compass, and Roadie.
Daniel Krauz Roundups 12 min read
Top 7 ETL and Data Integration Platforms in 2026

Top 7 ETL and Data Integration Platforms in 2026

Seven ETL and data integration platforms compared on connectors, deployment, pricing, and real trade-offs: Fivetran, Airbyte, Matillion, Estuary, Hevo Data, Boomi Data Integration, and Meltano.
Daniel Krauz Roundups 12 min read
Nvidia's $3.5 Billion MediaTek Gambit

Nvidia's $3.5 Billion MediaTek Gambit

Nvidia invested $3.5 billion in MediaTek convertible bonds to lock the chipmaker into its NVLink Fusion standard for custom AI silicon — the latest in a pattern of Nvidia financing the very partners and customers positioned to challenge it.
Daniel Krauz Chips 5 min read
Why Every AI Giant Now Wants Its Own Chip

Why Every AI Giant Now Wants Its Own Chip

How Meta, OpenAI, Google, Amazon and Microsoft all reached the same conclusion within months of each other: renting Nvidia's silicon is no longer enough
Daniel Krauz Chips 5 min read

Get Edgewisely in your inbox

Business stories that matter, free. Enter your email — no password, no account to set up.
jamie@example.com
Subscribe