BasegridCompany Profiles
Company Profiles
Educational profiles of public companies across the AI infrastructure stack.
10 min read
Nvidia and the Compute Economy: Why GPUs Became the Core of AI Infrastructure
How Nvidia's GPUs, networking, and software stack became the default hardware for AI training and inference — and what that means for the broader infrastructure chain.
9 min read
Equinix and the Data Center Layer: Why AI Needs Physical Infrastructure
How Equinix's colocation and interconnection footprint sits at the physical layer of the AI economy — and why data centers matter as much as chips.