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AI Productivity Paradox

The AI Mandate There is a new, slightly menacing message echoing through the halls of corporate America: use AI, or else. The initial, abstract fear that a robot might one day take your job has been replaced by a much more immediate and tangible one: your boss might fire you
AI Productivity Paradox

Is Google Trying to Give Everyone Their Own Bloomberg Terminal?

Google just announced a major AI upgrade for its Google Finance platform, rolling out a new feature called "Deep Search." This isn't just another chatbot integration; it's a powerful research tool that uses advanced Gemini models to analyze hundreds of sources and produce a

The Cloud Report Card

Programming note: ARPU will be off the rest of the week, back next Monday. Amazon's 20% Problem For the first time in a long time, Wall Street was genuinely relieved that Amazon Web Services had a good quarter. The company's stock soared more than 11% after
The Cloud Report Card

Can Google Keep Up With the AI Buildout?

Google's parent company, Alphabet, just reported a blowout third quarter, smashing revenue expectations and hitting a symbolic milestone of over $100 billion in quarterly sales for the first time. Its Cloud division grew a staggering 34%, fueled by insatiable demand for its AI services. But behind these triumphant

Why Couldn't OpenAI Remain a Non-Profit?

OpenAI, the company that ignited the global AI revolution, just completed a complex corporate restructuring, giving its key backer, Microsoft, a massive 27% stake worth an estimated $135 billion. The deal officially transforms the ChatGPT maker from its quirky, non-profit-controlled origins into a more conventional for-profit entity, clearing the path

Why Is Nvidia Partnering With Palantir to Run Supply Chain Business?

Nvidia just announced a major partnership with Palantir Technologies, the data analytics firm famous for its secretive work with defense and intelligence agencies. The deal will deeply integrate Nvidia's AI chips and software into Palantir's platform to help large corporations tackle brutally complex problems like global

Is Meta's AI Strategy Visionary or Just Another Expensive Gamble?

Meta's stock tumbled after it reported third-quarter earnings this week. While a surprise $16 billion one-time tax charge pummeled its reported profit, the real source of Wall Street's anxiety was a single phrase from CEO Mark Zuckerberg: a plan to "aggressively front-load building capacity"

Nvidia's Self-Driving Kit

The Robotaxi-in-a-Box Building a self-driving car, for the longest time, was a bit like trying to build a spaceship in your garage. It was a bespoke, incredibly expensive, vertically integrated science project. You needed an army of PhDs, a fleet of custom vehicles, and a decade's worth of
Nvidia's Self-Driving Kit