Deep Dives - Antoine Buteau

Jun 16, 2026 8 min read

Lakehouse Analytics Platforms: Snowflake Databricks ClickHouse and Open Table Formats — Industry Deep Dive

Lakehouse analytics platforms Executive summary The old warehouse versus lakehouse argument is no longer the most useful way to read the market. The...

Jun 16, 2026 6 min read

AI Data Center Power and Energy Infrastructure — Industry Deep Dive

AI Data Center Power and Energy Infrastructure Executive summary AI data center power and energy infrastructure is the physical control layer for AI...

Jun 16, 2026 7 min read

GPU Cloud and Neoclouds — Industry Deep Dive

GPU Cloud and Neoclouds Executive summary GPU cloud and neoclouds are the AI infrastructure market's most capital intensive pressure valve. They exist...

Jun 16, 2026 7 min read

Agentic Workflow Automation — Industry Deep Dive

Executive summary Agentic workflow automation is the attempt to move enterprise AI from advice into execution. The category is not about another chat surface. It is about software that can plan a

Jun 16, 2026 6 min read

Finance Operations Infrastructure — Industry Deep Dive

Executive summary Finance operations infrastructure is the software layer where business spending is requested and approved before it becomes a clean accounting record. It sits between employees and the ERP. The category

Jun 16, 2026 8 min read

AI Observability and Evaluation Infrastructure — Industry Deep Dive

AI Observability and Evaluation Infrastructure Executive Summary The next hard problem in production AI is not whether a model can answer a prompt. It is...

Jun 13, 2026 8 min read

AI Inference Infrastructure — Industry Deep Dive

Executive summary AI inference infrastructure is the production runtime layer for AI. Training gets most of the mythology. Inference gets the bill. Every chatbot answer, coding-agent step, search rewrite, image generation,

Jun 13, 2026 7 min read

AI Inference Gateways and Control Planes — Industry Deep Dive

Executive summary AI inference gateways are the control plane for multi-model AI. The simple version is a proxy: one API that routes requests to many model providers. The more important version

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