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
Briefing
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
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
Chinese Travel Equities Slip as Golden Week Data Disappoints
Chinese travel-related equities slid after the Ministry of Transport released its early Golden Week data, which Citi analysts described as weaker than expected. The first two days of the national holiday saw passenger throughput that fell short of investor hopes, raising doubts about the strength of China’s much-watched consumption recovery. For a market accustomed to Golden … [Read more...] about Chinese Travel Equities Slip as Golden Week Data Disappoints
When Professions Meet Automation: A Map of Displacement, Adaptation, and Renewal
The central misunderstanding about “AI takes jobs” is that it treats an occupation as a single, indivisible block. Professions are bundles of tasks knit together by regulation, culture, and technology, and automation arrives task by task, not profession by profession. In the task-based models of labor economics, what matters is which subtasks become cheaper or more accurate … [Read more...] about When Professions Meet Automation: A Map of Displacement, Adaptation, and Renewal