Palantir’s Q3 2025 numbers read like a victory lap for the AI-driven enterprise software thesis. The Denver-based company once dismissed as a defense contractor in disguise has now become a poster child for scalable AI monetization. With total revenue up 63% year-over-year to $1.18 billion and U.S. commercial sales soaring 121%, Palantir has managed to do what few AI software … [Read more...] about Palantir’s Explosive Q3: When “AI Leverage” Becomes a Revenue Machine
Nexperia, China, Netherlands: A Semiconductor Flashpoint in Europe’s Geopolitical Balancing Act
The clash between the Dutch government and China over Nexperia has rapidly evolved from a corporate governance issue into a defining episode in Europe’s broader struggle to reconcile technological openness with strategic autonomy. What began as a quiet intervention under the Netherlands’ rarely used Goods Availability Act now echoes across global supply chains, highlighting how … [Read more...] about Nexperia, China, Netherlands: A Semiconductor Flashpoint in Europe’s Geopolitical Balancing Act
Jensen Huang and the AI Virtuous Cycle: The Economics of Infinite Acceleration
Jensen Huang has a knack for turning technical revolutions into elegant economic metaphors. His recent claim that artificial intelligence has entered a “virtuous cycle” isn’t just another confident CEO slogan—it’s a concise theory of how exponential industries sustain themselves. Huang describes a feedback loop where improved AI models drive more users, more users generate more … [Read more...] about Jensen Huang and the AI Virtuous Cycle: The Economics of Infinite Acceleration
Cloudflare’s Q3 Beat, Reacceleration, and the Quiet Cash Engine Powering the “Connectivity Cloud”
Cloudflare’s stock shot up roughly nine percent in after-hours trading—an instant market endorsement of a quarter that finally matches its CEO’s relentless optimism. Revenue rose 31% year-over-year to $562 million, marking a second consecutive quarter of accelerating growth, and non-GAAP EPS hit $0.27, comfortably above expectations. The company’s founder and CEO, Matthew … [Read more...] about Cloudflare’s Q3 Beat, Reacceleration, and the Quiet Cash Engine Powering the “Connectivity Cloud”
Qualcomm’s Bold AI Gamble: Taking on Nvidia and AMD in the Data Center
Qualcomm shook the semiconductor world with the announcement of its AI200 and AI250 accelerators, aimed squarely at the booming AI data-center market. For a company long associated with smartphone chips and mobile connectivity, this is more than a product release—it’s a strategic pivot into the heart of generative AI infrastructure, where Nvidia reigns supreme and AMD is … [Read more...] about Qualcomm’s Bold AI Gamble: Taking on Nvidia and AMD in the Data Center