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
Briefing
CoreWeave’s Monolith AI Deal: What It Means for NVIDIA Shareholders
The CoreWeave–Monolith AI acquisition is not just a strategic step for CoreWeave, it’s also a subtle but important signal for NVIDIA shareholders. NVIDIA has a sizeable stake in CoreWeave and relies on it as both a partner and channel for GPU deployments. Every expansion of CoreWeave into new verticals—like industrial AI through Monolith—effectively broadens the downstream … [Read more...] about CoreWeave’s Monolith AI Deal: What It Means for NVIDIA Shareholders
Anthropic, Deloitte, and the Normalization of AI in Corporate Workflows
Anthropic’s landmark deal with Deloitte isn’t just about one company signing a big contract. It’s a signpost of something larger: AI moving from pilot projects and experiments into the bloodstream of corporate workflows. What’s happening at Deloitte — with Claude being rolled out across 470,000 employees — is less about novelty and more about normalization. AI isn’t the shiny … [Read more...] about Anthropic, Deloitte, and the Normalization of AI in Corporate Workflows
AMD’s Leap from Challenger to Established AI Power
For years, the narrative around artificial intelligence hardware has revolved around two familiar titans: Nvidia and Broadcom. Nvidia built its dominance by transforming the GPU from a graphics accelerator into the essential engine of modern AI training. Broadcom, in parallel, cemented itself as a backbone supplier in networking and custom silicon, quietly capturing critical … [Read more...] about AMD’s Leap from Challenger to Established AI Power
Nvidia, Broadcom, and AMD: Mapping the Next Blue Oceans in the AI Super-Cycle
The AI super-cycle has thrust semiconductors into the center of global strategy, turning companies like Nvidia, Broadcom, and AMD into household names. All three compete in overlapping arenas—GPUs, accelerators, networking, and custom silicon—but their paths forward don’t need to be confined to a zero-sum “red ocean” fight. Applying the Blue Ocean Strategy lens, we can see how … [Read more...] about Nvidia, Broadcom, and AMD: Mapping the Next Blue Oceans in the AI Super-Cycle