← Back to People
Author of "The AI Data Center Deals That No One Can Verify" in Dave Friedman Substack
3
Mentions
3
Articles
2
Outlets
Neutral
Sentiment
Topics Most Covered
Companies Covered
Writing Patterns
How this journalist typically writes
Article Types
- analysis3
Preferred Angles
- business2
- technical1
Narrative Framing
- competitive1
- cautionary1
- trend1
Appears In
Sentiment Distribution
Based on 3 scored articles
Neutral 33%Mixed 33%Negative 33%
Associated AI Models
Siri1Gemini1GPT-41Claude 3.5 Sonnet1
Writes About
Articles
Most recent firstArticles Written
Dave Friedman as author
Apple's AI Game is Misunderstood
Dave Friedman SubstackanalysiscautiousJan 30, 2026
Apple's on-device AI inference strategy is fundamentally different from competitors' cloud-based approaches and may prove superior for consumers despite lower capex spending.
“Author of "Apple's AI Game is Misunderstood" in Dave Friedman Substack”
Generative AIAI StrategyFoundation ModelsAI Infrastructure
The AI Data Center Deals That No One Can Verify
Dave Friedman SubstackanalysiscautiousJan 13, 2026
Over $500 billion in announced AI infrastructure deals lack sufficient public verification and standardized terms, making them impossible for external investors to accurately value or price market risk.
“Author of "The AI Data Center Deals That No One Can Verify" in Dave Friedman Substack”
AI InfrastructureAI InvestmentAI Chips/HardwareAI Governance
Three GPU Markets, Three Volatility Regimes
SubstackanalysisneutralJan 5, 2026
GPU market volatility is driven by utilization rates, with tight markets (high utilization) experiencing 2-3.5x higher price volatility than loose markets, following commodity market dynamics that differ across GPU generations (H200, H100, A100).
“Author of "Three GPU Markets, Three Volatility Regimes" in Substack”
AI Chips/HardwareAI InfrastructureAI Market Dynamics