AI

64 articles tagged with "AI"

The Shift to the 'Inference Era' and the Revaluation of the CPU: A Technical View and What Investors Should Watch Insight

The Shift to the 'Inference Era' and the Revaluation of the CPU: A Technical View and What Investors Should Watch

As AI infrastructure shifts from training GPUs to inference and AI agents, the CPU is being reevaluated. I look at recent moves by Intel, Google, SiFive, and others to outline how the competition is moving toward system-wide optimization.

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OpenAI's Independence Strategy and the Path to IPO: 'Revenue Gross-Up' Concerns from the Microsoft Partnership Amendment, and an Investor View Insight

OpenAI's Independence Strategy and the Path to IPO: 'Revenue Gross-Up' Concerns from the Microsoft Partnership Amendment, and an Investor View

OpenAI's post-money valuation reached $852B in March 2026. I look at the Microsoft deal amendment, advertising push, Sora shutdown, and the Musk lawsuit through an investor lens.

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The New World Driven by Multi-AI Agents — When AIs Review, Complement, and Negotiate with Each Other Insight

The New World Driven by Multi-AI Agents — When AIs Review, Complement, and Negotiate with Each Other

Multiple AI agents are starting to monitor, complement, and negotiate with each other. I look at this shift through the lens of a classic idea: GAN.

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China's AI Now: OpenClaw Fever and How Alibaba, Tencent, and ByteDance Are Racing to Monetize AI Insight

China's AI Now: OpenClaw Fever and How Alibaba, Tencent, and ByteDance Are Racing to Monetize AI

Behind the OpenClaw fever sweeping China, Alibaba, Tencent, and ByteDance are each taking different approaches to turn AI into revenue.

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The Cryptocurrency After Bitcoin — The Battle for Financial Infrastructure in the AI Agent Era Insight

The Cryptocurrency After Bitcoin — The Battle for Financial Infrastructure in the AI Agent Era

Examining AI agent payment infrastructure through three layers: stablecoins, x402/MPP protocols, and Cloudflare's edge gateway.

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Reading the OpenAI and Anthropic IPOs Through an Investor Lens — Risks to Watch Before the Hype Insight

Reading the OpenAI and Anthropic IPOs Through an Investor Lens — Risks to Watch Before the Hype

Analyzing the upcoming OpenAI and Anthropic IPOs from an investor perspective, focusing on three key concerns: gross vs. net revenue recognition, circular transactions, and barter offsets.

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The Era of White-Collar Work Redesign, as Shown by AWS and Meta — How Should We Work and Invest in the Structural Shift from Labor Costs to AI? Insight

The Era of White-Collar Work Redesign, as Shown by AWS and Meta — How Should We Work and Invest in the Structural Shift from Labor Costs to AI?

AWS and Meta are replacing routine white-collar tasks with AI agents. This post examines which jobs are vulnerable, which will remain, and what this structural shift means for both careers and investment.

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From Cluster Strategy to Vertical Integration — SoftBank's Push to Build a Chip-Power-DC Unified AI Empire Insight

From Cluster Strategy to Vertical Integration — SoftBank's Push to Build a Chip-Power-DC Unified AI Empire

Starting from Arm's entry into AI server chips, this post traces how SoftBank is evolving from the Vision Fund era's broad portfolio approach into a vertical integration strategy spanning chips, data centers, and power — centered on OpenAI, Arm, Ampere, and SB Energy.

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How I See Meta's AI Strategy as an Investor — Business Realignment, Massive Capex, and the Value of Data Center Assets Insight

How I See Meta's AI Strategy as an Investor — Business Realignment, Massive Capex, and the Value of Data Center Assets

When you look at Meta's AI investment not as individual news items but as a whole capital allocation picture, what emerges is a company betting heavily on data center assets over models and chips. An investor's perspective.

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