I had discussed investment viewpoint on AI:
INVESTMENT
-
AI Bubble Won’t Pop: US-China Spending War Continues
By
–
If you are waiting for the AI bubble to pop, you might have to wait more after NVIDIA's results. China and US are in a spending war when it comes to establishing AI dominance. If you don't get this simple point as an investor, you are missing out on a huge opportunity. Of
-
OpenAI commits $1.4 trillion with no revenue strategy
By
–
Never in history was so much owed by so few: OpenAI has now committed to spend $1.4 trillion, with no revenue anywhere in sight to pay for it.
-
Saudi Arabia and US Collaborate on AI Production Innovation
By
–
Saudi ambition and American innovation working together to move AI from idea to production.
-
Perplexity Secures First Major AI Government Contract via GSA
By
–
Through our partnership with the General Services Administration (GSA), Perplexity is now the first major AI company to enter a direct government-wide contract. Read more about Enterprise Pro for Government:
-
Gemini 3 Pro Challenges Market Leader with Free Benchmark Breakthrough
By
–
Le roi du marketing ne manque jamais un bon buzz.
Cette fois, c’est celui sur Gemini 3 Pro qui explose tous les benchmark. Mais la descente s’accélère pour le leader, sérieusement challengé par ce modèle… gratuit en prime.
Je l’expliquais dans Mes Flashs de la Semaine : Sam -
The World as a Giant Casino: Paradoxes in AI, Finance, and Banking
By
–
Honestly, the world feels like one giant casino 1) AI screwing over people's jobs. With the hope that people one day will have jobs to buy AI products. 2) NBFCs are eating into the market share of Indian Banks. While the banks finance NBFCs. 3) Banks eating into customers
-
Anthropic Microsoft NVIDIA Partnership Scales Claude AI Azure
By
–
We are announcing strategic partnerships with @AnthropicAI and @Microsoft to scale Anthropic’s rapidly-growing Claude AI model on Microsoft Azure, powered by NVIDIA. For the first time, NVIDIA and Anthropic are establishing a deep technology partnership to support Anthropic’s
-
Game theory predicts agentic AI surge: 8x to 40% by 2026, $450B
By
–
the future of agentic AI from perspective of game theory. 40% of enterprise software gets AI agents by end of 2026. up from 5% right now. that's 8x in twelve months. if you understand the strategic dynamics behind this shift, you capture piece of a $450 billion market by 2035.