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Briefing

CoreWeave’s Monolith AI Deal: What It Means for NVIDIA Shareholders

October 7, 2025 By Analysis.org

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

October 7, 2025 By Analysis.org

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

October 6, 2025 By Analysis.org

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

October 6, 2025 By Analysis.org

Strategy Canvas: Nvidia vs Broadcom vs AMD 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

European IPO Crown Goes to Stockholm

October 3, 2025 By Analysis.org

European IPO Crown Goes to Stockholm

The golden crown in the foreground of this photograph gleams in the morning light, its polished surface catching the sun as if it had been placed there deliberately to symbolize Stockholm’s new prominence on the European financial stage. Beyond the crown, the waters of the harbor mirror the stately facades of the Royal Palace and the church spire that anchors the skyline, … [Read more...] about European IPO Crown Goes to Stockholm

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Recent Posts

  • CoreWeave’s Monolith AI Deal: What It Means for NVIDIA Shareholders
  • Anthropic, Deloitte, and the Normalization of AI in Corporate Workflows
  • AMD’s Leap from Challenger to Established AI Power
  • Nvidia, Broadcom, and AMD: Mapping the Next Blue Oceans in the AI Super-Cycle
  • European IPO Crown Goes to Stockholm
  • Chinese Travel Equities Slip as Golden Week Data Disappoints
  • When Professions Meet Automation: A Map of Displacement, Adaptation, and Renewal
  • Electronic Arts’ Historic Buyout Buzz Sparks Market Frenzy
  • Intel Surges on Apple Investment Speculation and Nvidia Partnership Momentum
  • Accenture’s AI Paradox: Growth in Bookings, Decline in Stock

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