Vol. I · No. 197MON, NOV 2, 2026
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VentureBeat names Rob Strechay as its first Lead Analyst, expanding its enterprise AI research push

Rob Strechay, until recently managing director and principal analyst at theCUBE Research, has joined VentureBeat as our first Lead Analyst and a founding analyst of VentureBeat Research. His arrival is the next step in a deliberate move at VentureBeat toward deeper specialization: analysis built for the technical decision-makers — the directors, VPs, CIOs, and CTOs — who are evaluating, buying, and deploying enterprise AI. The enterprise AI stack is being rewritten in real time, and the decision-makers I talk with are starved for objective, defendable data. Rob Strechay has the mix of technic...

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Nvidia’s new financial strategy does not compute

“Compute is an asset class! Compute is an asset class!” I continue to insist as I slowly shrink down and turn into a corncob | Image: Cath Virginia / The Verge, Getty Images April - 1805 Napoleon is master of Europe Only the British fleet stands before him Compute is now an asset class I see it is once again time to talk financial innovation. Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR are all working with Nvidia to put together $500 billion in financing to turn compute into an asset class. "This is really the first time that technology chips have become an investable as...

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