So: NVIDIA is investing $100 billion in OpenAI, which spends 70% of its budget on computing power that it leases from Oracle, which buys its chips from NVIDIA. NVIDIA is not only the shovel seller in the gold rush, but also the owner of the gold mine.
MARKET TRENDS
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Zucman and Piketty Reinvent Berlin Wall and USSR
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Zucman et Piketty réinventent le Mur de Berlin et l’URSS
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Alibaba’s Rapid Rise Competing with Frontier AI Models
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Alibaba, which now competes with the big frontier models, wasn't on my bingo card. It's absolutely crazy, you can hardly keep up. New releases every day, benchmarks maxed every day.
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Lloyd’s AI Event: Myths vs Reality Panel Discussion
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1 week to go! Sept 30 Lloyd’s: AI: Sorting the Myths from Reality
Speakers: Hazan | King | Babin
Panel: Cuomo | Kershaw | Kaul Green Old Library, Lloyd’s | 15:00 | Drinks after! Register at kevin.osborn@affinityinitiative.com #AI #Insurance @kalydeoo @nelbro -
MIT Study: 95% of Generative AI Projects Fail to Deliver Business Impact
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AI Bubble Warning A new MIT study reveals 95% of generative AI pilot projects fail to deliver real business impact, pointing to integration gaps and inflated expectations. #AI #IoT https://
timesofindia.indiatimes.com/technology/tec
h-news/mit-study-finds-95-of-generative-ai-projects-are-failing-only-hype-little-transformation/articleshow/123453071.cms
… The Times of India -
India Hosts AI Impact Summit and Expo February 2026
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India will host the #IndiaAIImpactSummit2026 on February 19–20, 2026, in New Delhi. As part of the Summit, the AI Impact Expo 2026 will be held from February 16–20, 2026, at Bharat Mandapam, New Delhi. The Expo will serve as a global platform for responsible intelligence,
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Mastering Marketing Data Science: Comprehensive Guide for Modern Marketers
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Excellent book by @IainLJBrown available at http://
amzn.to/3UfluKn "Mastering Marketing #DataScience: A Comprehensive Guide for Today's Marketers" #Martech #AI #ML #CMO #Analytics #CDO #DataScientist #MachineLearning #PredictiveAnalytics -
Competing in the Age of AI: Strategy and Leadership Guide
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"Competing in the Age of #AI: Strategy and Leadership When Algorithms and Networks Run the World" http://
amzn.to/3rehbPY —————
#DataScience #MachineLearning #ML #AIStrategy #DataStrategy #DigitalTransformation #FutureOfWork -
China’s Open Source AI Advantage
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Open source is a wedge — and China will press it. Fast, cheap models at ~1/10th cost change the game. Use what ships, wherever it comes from. Next, small models on the edge: token prices down >90%; edge spend heading toward $378B by 2028; SLM market from ~$930M → $5.45B by
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AI and Quantum Computing Transform Finance Sector
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A quick hello from Rotterdam, Holland , for a quick stop to deliver a keynote at the Future of Finance conference tomorrow. So much change in that sector – big and transformative trends include AI, autonomous agents, quantum computing, tokenisation, etc.