Category: AI

AI, Infrastructure, Innovation, Microsoft, Middle East, Military, productivity, Progress, Security

Coreweave joins ‘hyperscaler’ group

Colin Henderson

Research: CoreWeave’s AI Infrastructure and Market Position They have particular differentiation in 3. Infrastructure Differentiation. it is designed explicitly to operate with GPU infrastructure, and seed investment from Nvidia cements this. They have been around for eight years(8) years but still have startup characteristics. Their debt profile is high and rates are astronomic. They are working with Bank of America to refinance $1.5Bn debt. Their efforts in Spain are spectacular and Spain in particular is in dire need of high tech support. The facility was inaugurated today by the Mayor of Barcelona, Jaume Collboni, and Albert Tort, Secretary of Telecommunications and … Continue reading Coreweave joins ‘hyperscaler’ group

AI

Lots of indications today of pent up energy for next gen AI investment

Colin Henderson

(test of new WordPress Micropost) Some random notes just today. Each infers days of research. The areas of China, tariffs, Middle East peace, softer US inflation and re-emergence of a bull market are pointers of that shift in expectations. There is no guarantee of course, but for now the ducks are aligned. Global AI and Saudi Humain Coreweave and Spain Concept of Nvidia advanced data Center’s takes hold Perplexity pursuing funding to replace Google and predominant search Governments making AI a strategic priority (Carney in Canada) Customized data Center construction and architecture becoming norm Continue reading Lots of indications today of pent up energy for next gen AI investment

AI

Financial services and AI – Bain

Colin Henderson

Proven impact has prompted financial services firms to deepen their commitment to AI—and double down on their investment. In our conversations with industry executives, we’ve heard myriad stories about scaling AI, from ROI victories to how they’re tackling roadblocks.Here are our six takeaways:  1. AI is rewriting the rulesAI is evolving at breakneck speed, transforming how value is created and delivered. Inaction is now a liability; it’s time to act boldly—and fast.  2. The ROI’s there—but that’s just the startThough many cases are already delivering results, enduring impact requires structural change. To scale AI, start by refining processes, roles, and workflows. … Continue reading Financial services and AI – Bain

AI, Business Models, Cybersecurity, Data-Framework

Structure of High-Quality AI Prompts

Colin Henderson

From various online sources – refer sources below Effective AI prompting is foundational to maximizing business value from generative AI systems. The quality of a prompt directly determines the relevance, accuracy, and usefulness of the AI’s output. Below is a structured guide to constructing expert-level prompts, highlighting mandatory elements, discretionary enhancements, and common pitfalls to avoid. Mandatory Elements of a Good Prompt ———————— Discretionary (Enhancing) Elements ———————— Items to Avoid in AI Prompts ———————— Summary Table: AI Prompt Structure Element Mandatory Discretionary To Avoid Clear Directive ✔ Vague/ambiguous instructions Context ✔ Irrelevant or excessive details Output Format ✔ Unspecified or … Continue reading Structure of High-Quality AI Prompts

AI

Seven takeaways for executives Google Cloud

Colin Henderson

Courtesy of Bain AI is being built into the very foundation of how companies operate. ——-——- Google Cloud Next 2025: AI Moves from Possibility to Foundation Seven takeaways for executives. Brock Simon The tone of the conversation changed last week at Google Cloud Next 2025. We’re no longer talking about what AI might do; we’re seeing what it is doing. No longer a feature to explore, AI is becoming the operating system of enterprise technology. From infrastructure to productivity tools, from governance to creativity, AI is being built into the very foundation of how companies operate. Here are seven takeaways … Continue reading Seven takeaways for executives Google Cloud

AI

Defence Reformation levers AI

Colin Henderson

This from SS on US Defense Reformation which I covered earlier. Yesterday President Trump signed an executive order to enforce Defence Reformation. The genesis was https://18theses.com authored by Shyam Sankar / Palantir CTO in which the argument is made for reforming Defense development procurement. The argument and the alignment with AI is clear. Until now the development of Defense products has been dumb machines for Rand, Fairchild, Boeing with software added later. This is similar to corporate engagement with AI and how it must be viewed to ultimately engage the entire people, process, technology framework of companies. We run a … Continue reading Defence Reformation levers AI

AI, Cybersecurity, Economy, Risk

John Law, the man who blew up the French economy

Colin Henderson

From Engelsbergideas. A rich and relevant commentary on John Law. In 1674 William was called on by the Scottish parliament to give a commentary on a report into the running of the Royal Mint. It was an outsider DOGE (Department of Government Efficiency) moment The echoes from 400 years ago reverberate today and. add dimension to Risk development. Financial Markets look at risk for a single point of failure. Law is a classic example we can recognize today in the new US government. He infiltrated and invented fiat currency, global trade, cost reduction, country appropriation, real estate accumulation. Yet he … Continue reading John Law, the man who blew up the French economy

AI, Risk

Applying AI to Strategic Warning

Colin Henderson

Modelling instability risks and stabilisation factors for intelligence and national security Deep research from Alan Turing Institute on AI modelling future risks to inform strategic warning and black swan and significant events. Abstract ———————— This joint report from the Special Competitive Studies Project (SCSP) and CETaS explores the potential of AI systems to make assessments about geopolitical events, and the path ahead for applying AI to strategic warning for national security and intelligence. With strategic AI competition intensifying and technological change accelerating, deliberate action and foresight are indispensable. A performant AI system could give decision-makers in the US and the … Continue reading Applying AI to Strategic Warning

AI

Nvidia GTC 2025: AI Matures into Enterprise Infrastructure

Colin Henderson

Companies are changing the architecture for how they compete. By Sarah Elk and Eric ShengCopyright © 2025 Bain & Company, Inc. All rights reserved.Nvidia GTC 2025: AI Matures into Enterprise Infrastructure Bain provide their latest input on evolution of AI following the Nvidia GTC Conference. My take is that Bain are ahead of the markets on understanding this evolution. AI is becoming industrialized and the work and products coming from Nvidia provide the next generation of building blocks of this evolution. And the prime mover of that evolution is to develop business value through corporate reconstruction built around AI. This … Continue reading Nvidia GTC 2025: AI Matures into Enterprise Infrastructure