54 articles
Jensen Huang flew to Japan to close deals, not take photos. Japan has committed $67 billion to AI infrastructure and NVIDIA is first in line to supply it. Here's what smart investors should watch after this visit.
China's Moonshot AI released Kimi K2, a free 1 trillion parameter model matching GPT-4 performance. It's not just a tech story. It's a direct challenge to the valuations holding up the entire US AI sector, and the smart money is already repositioning.
Vertu is charging $6,880 a year for an AI agent aimed at executives. The technology is real, but so is the gap between the price tag and the performance. Here is the honest breakdown.
Google folded AI avatar video creation into Workspace, the same feature that costs up to $300 per month on standalone platforms. Smart operators are already using it to scale content output and enter new markets without hiring a single person.
OpenAI launched a $230 keyboard for Codex while tied up in a hardware legal dispute. Most people will ignore it. Smart builders will see it for what it is: a bet on dependency, not convenience.
Lorde called Meta's AI glasses "not sexy" and put words to what the market data has been showing for two years. With less than 1 in 10 Americans planning to buy smart glasses, the wearable AI category has a style problem that no firmware update can fix. Here's the contrarian investor take.
Satya Nadella warned executives that buying AI tools without building proprietary data assets creates dependency, not strategy. With $1.3 trillion spent on AI globally and only 22% of companies changing their core operations to match, most businesses are paying for their competitors' future advantage. Here's how to be on the right side of the split.
OpenAI just made its biggest push to own the family tech budget with a household subscription play. Most people see convenience. The real asset being built inside your home is worth far more than $20 a month.
Apple has filed suit against OpenAI alleging trade secret theft tied to on device AI architecture. The financial stakes go far beyond the courtroom. Here is what smart money is actually watching.
Lovable is reportedly in talks to raise at a $13.2 billion valuation, doubling in months. Most people will call it a bubble. They're wrong. Here's what the number actually means and how to act on it.
Meta just launched Muse, its AI image generator, and it's about to move billions out of the creative services market. The stock photo industry is at risk and advertisers are about to gain a major cost advantage. Here's what I'd do right now.
SK Hynix makes the HBM memory that powers every major AI chip and controls roughly 50% of global supply. US investors are finally getting real access. Here's why this matters and what smart money is doing about it.