AlphaSense

Today, AlphaSense launches SuperAnalyst, our next-generation agent powering high-value financial and strategic workflows.

For 15 years, we've built the trusted intelligence system for the investors and operators making the biggest bets in business. Now SuperAnalyst takes it further, operating 24/7 to plan, execute, monitor and update complex workflows using AlphaSense intelligence, customer context and purpose-built AI infrastructure.

Trusted by the world's largest enterprises, SuperAnalyst brings together domain-specific AI, our Context Graph and purpose-built Skills to execute workflows at superhuman speed, grounded in trusted intelligence. Read the full announcement: alpha-sense.com/press/alphasen…

Interview with an industry expert on why GPU utilization decides whether to build or buy AI inference ( $AMZN, $MSFT, $NVDA ):

- The expert says GPU compute is not elastic the way CPU compute is. The cloud providers the expert's team works with always want a three-year contract, and adding GPUs in the middle of a quarter takes at least a month of lead time on top of that commitment. Because of the three-year commitment, the team keeps paying for a GPU instance even after turning it down, so it has had to build engineering optimizations to work around the problem, while CPU capacity can simply be bought on spot instances when demand rises.

- The expert sees GPU availability by region as a real challenge, since GPUs are only available in certain regions while customers span hundreds of regions, so routing traffic is difficult, especially when customers have data retention or locality requirements. To manage this, GPU capacity is spread across AWS, Azure, and GCP in selected regions.

- According to the expert, $SNOW works with the three largest cloud providers in a rough 60%, 30%, and 10% split, with AWS clearly dominant. $SNOW is described as one of AWS's largest customers, having announced a $6 billion renewal of its spending commitment on its latest earnings call.

- On hardware, everything is $NVDA, with the mix chosen on price-performance. Today it is mainly A10G, H200, and B200, plus some L40s. Asynchronous batch workloads open up better optimization opportunities, since they favor throughput over latency, so L40s can replace B200S for much better price-performance. The dollar split across SKUs is dynamic and subject to change.

- The expert notes that GPU utilization depends on product usage, which fluctuates a lot. According to him, break-even sits at about 40% average utilization, counting quiet periods like nights and weekends, with business hours running higher. At that level, a company is indifferent between sending inference requests to Bedrock and self-hosting an open-weight model, and anything above it makes self-hosting more favorable, which makes utilization the key lever in the build-versus-buy decision.

Data centers are racing to double capacity by 2030, but the grid can't keep up.

Interconnection waits of five to seven years, a 57 GW power shortfall, and public backlash against new data center builds are key constraints. But the upside is real for operators who can navigate these complex headwinds to understand where the market is heading.

Read our breakdown of the key data center trends for 2026 and beyond. alpha-sense.com/resources/rese…

What if every banker on your team could cover 15% more companies?

A major investment bank put AlphaSense through its paces over many months and proved it could increase average coverage by up to 15%, making its bankers much more efficient.

Chris Ackerson sits down with David Weisburd to discuss how AI is changing the analyst role, why vertical AI can outperform general-purpose models in financial research and why proprietary data may become one of the most important competitive advantages in AI.

Watch now ⤵️
youtube.com/watch?v=i9z8nd…

Your AI agent is only as good as the content it can access.

The fix isn’t a better prompt. It’s an agent built on the latest models and grounded in broker research, expert calls, and earnings transcripts, with every output traceable to its source. Seamus McAvoy, Senior Customer Success Manager, shares the question he hears the most in conversations about AlphaSense.