Lead times now stretch past a year. Hyperscalers have committed $630 billion in AI capex. CoWoS packaging capacity remains structurally oversubscribed. This is not a procurement inconvenience — it is …
In my recent trilogy analyzing AI market concentration—”Is There An AI Concentration Crisis: When 42 Stocks Become the Entire Market,” “Why Enterprise AI Strategy Must Diverge From Hyperscaler Playbooks,” and …
In my first blog , “Is There An AI Concentration Crisis: When 42 Stocks Become the Entire Market,” I revealed how 42 AI-related stocks have generated 65-75% of all S&P …
In my previous blog, “Is There An AI Concentration Crisis: When 42 Stocks Become the Entire Market,” I revealed how 42 AI-related stocks have generated 65-75% of all S&P 500 …
Let me start with a number that should make every CIO, CFO, and technology strategist stop what they’re doing: 42. In Douglas Adams’ cult classic The Hitchhiker’s Guide to the …
As we navigate through 2026, the conversation around Generative AI has shifted. We are moving past the “Summer of LLM Proof-of-Concepts” and into a colder, more pragmatic reality: The GenAI …
Building an AI Factory requires more than just infrastructure—it demands three critical capabilities that span all operational tiers, ensuring the system operates reliably, securely, and efficiently. These cross-cutting concerns form …
As mentioned in the last blog, in the summer of 2025, SoftBank Corp. achieved what many considered impossible: engaging every employee in AI adoption at scale, resulting in 2.5 million …