Briefing

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 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 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

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’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