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Insights on AI, machine learning, and technology strategy

Nvidia GTC 2026: The $1 Trillion Demand Signal
Industry Insights·

Nvidia GTC 2026: The $1 Trillion Demand Signal

Jensen Huang doubled his AI infrastructure demand forecast to $1 trillion through 2027 at GTC 2026. The 60/40 cloud-to-enterprise split and his comments on inference reflection reshape planning assumptions for anyone building on AI.

5 min read
AMD Wants the Next PC Cycle to Be an Agent Computer Cycle
Industry Insights·

AMD Wants the Next PC Cycle to Be an Agent Computer Cycle

AMD is no longer talking about AI PCs as glorified copilots. Its latest framing points toward 'Agent Computers': local-first machines built to keep autonomous AI workloads running continuously instead of waiting for a prompt.

5 min read
Five dimensions mattered more than the chatbot demos
Industry Insights·

Five dimensions mattered more than the chatbot demos

More than 80 vendors applied to NATO’s Maven Smart System industry day, four were selected, and the teams had three weeks to integrate. Add Amazon’s five-dimensional Alexa tuning, Google’s 50-language Chrome push, and Meta’s MTIA roadmap, and the real signal was packaging, not raw model theater.

4 min read