In the run-up of tranformative discoveries such as AI, it is not so hard to set bubbly excess apart from sensible investment opportunities. By scrutinizing chokepoints and toll-keepers, risk exposure and competitive strengths will stand out
Amidst the brouhaha and the excitement, the AI supply chain offers insights about dependencies between the links, about drivers of unabated optimism, and about business models, both solid and flimsy ones
Value added by software service providers could be challenged by narrowly defined and targeted AI agents - a longwinded process of AI-supported disintermediation is only starting
AI is a struggle for progress on multiple fronts - the line will never be as smooth as promised – with an array of mutually supportive technologies, staged advances will be a slog, not a sprint
Supersized investments and the race in AI research between the global powers, the U.S. and China, set the stage for an intellectual revolution - but today it is all about AI agent 'evolution'
European industry failed to leverage the digital revolution across multiple sectors and global competition has been chipping away at the Continent's wealth and security : existential choices for all European citizens
Vaulting to the top of the AI ecosystem, on par with the elite hyperscalers, Mr. Ellison is the perennial risk taker, the man with a plan, ready for a fight to reach new heights
With projected growth rates of at least 10% a year - and probably higher - data storage is in upheaval with infinitely more demanding infrastructure requirements and deep-pocketed Internet giants extending their dominance
Ready for show time? Partnership with car subcontractor Magna adds urgency to the research of outstanding features - credibility in a crowded field and highly effective use of data collected from the driving experience promise to be an uphill battle
