Category: AI_research

AI_factories, AI_researchLeave a comment

NVIDIA GTC Berlin 2026 Keynote Maps Europe’s Enterprise AI Opportunity

Colin Henderson

October 21, 2026Alesha Thomas 5 min read In Focus Jensen Huang urged Europe to produce AI using its industrial expertise and proprietary data NVIDIA expanded tools for enterprise agents, combining company knowledge with security controls Robotics, autonomous vehicles, healthcare and telecommunications demonstrated the reach of physical AI NVIDIA CEO Jensen Huang used his GTC Berlin 2026 keynote on October 21 to outline how European businesses can turn industrial expertise into AI capabilities.  The address linked infrastructure, open models, and enterprise agents to applications across manufacturing, healthcare, telecommunications, and autonomous mobility. “To be part of this AI economy, you don’t want to … Continue reading NVIDIA GTC Berlin 2026 Keynote Maps Europe’s Enterprise AI Opportunity

AI_research, Business Models, transformationLeave a comment

Inside Software: The AI Refactor: A CEO’s Plan for a Software Company

Colin Henderson

September 20, 2026 Every other week we’ll provide updates on the latest value levers and trends operators are asking us about in Technology and Software. If there are things you want to hear more about – shoot us a note. We have spent the past year taking apart the software company.‌ We wrote about how to build an AI product that stays differentiated, how to monetize AI, how to use M&A to move faster, how to redesign the SDLC, how Customer Success needs to change, and how to manage cloud and token costs.‌ We also wrote about how all of this ultimately shows up in valuation and the Rule of 40.‌ Each … Continue reading Inside Software: The AI Refactor: A CEO’s Plan for a Software Company

AI, AI_research, Economy, Geopolitics, Innovation, sociology, UK

Leading in the Age of AI: How to Build an AI-Enabled State

Colin Henderson

 Summarize Tony Blair https://institute.global/insights/politics-and-governance/leading-in-the-age-of-ai-how-to-build-an-ai-enabled-state?utm_medium=email&utm_source=salesforce&sftoken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpYXQiOjE3OTAyODY1MTIsImV4cCI6MTc5MDI4NjU3MiwiaW5kaXZpZHVhbElkIjoiMDBRU3EwMDAwMGZmc2xKTUFRIiwidGVuYW50SWQiOiJhMzYwL3Byb2QxMy80YTJiMjQ0ODA1YzA0MDUzODA5NTRkYjRjOGFmMDU4ZSIsImNvcmVUZW5hbnRJZCI6ImNvcmUvcHJvZC8wMERkMzAwMDAwMlp4akpFQVMifQ.DSEi6U6fhKW8KflQAEEOS0axalMt3OoxG_MImqN8Xrs Foreword The question leaders should be asking themselves is not whether AI is a good thing or a bad thing. Rather, it is simply the thing: the defining technological reality of our age. Their task is to understand it, shape it and ensure that their countries have the mechanisms to both harness and control it.  AI is often compared with the Industrial Revolution, but even that comparison risks understating the scale and speed of what lies ahead. The previous revolution transformed our world over generations; AI will do so within a decade. The speed is without … Continue reading Leading in the Age of AI: How to Build an AI-Enabled State

AI, AI_factories, AI_research, China, Chips

China Unleashes $28 Trillion Capital Markets to Challenge US in AI

Colin Henderson

 Summarize ​ The strategy marks a break from Beijing’s reliance on subsidies and state funding. August 9, 2026 at 5:00 PM EDT Even by the frothy standards of the AI era, CXMT Corp.’s trading debut in Shanghai last month was extraordinary. Within a few hours, the memory chip maker — seen as Beijing’s best hope of reducing reliance on foreign suppliers and challenging the US in AI — surged more than 500% to become the most valuable stock in mainland China, eclipsing Industrial and Commercial Bank of China Ltd., which held the top spot for years. The frenzy was the culmination of one … Continue reading China Unleashes $28 Trillion Capital Markets to Challenge US in AI

AI, AI_factories, AI_research

The AI Boom Is Transforming the American Economy Beyond Recognition

Colin Henderson

 Summarize ​ AI has rapidly become a huge economic factor while affecting everything from capital investment to how much you pay for an iPhone Justin LahartAug. 3, 2026 at 9:00 pm The U.S. economy keeps putting more eggs in the artificial-intelligence basket.  Tech companies are spending hundreds of billions of dollars to meet AI computing needs and issuing billions of dollars of debt to help make those purchases. The rapid data-center build-out is powering construction spending, hiring and municipal revenues. Meanwhile, a stock-market rally fueled by the rise in shares of chip makers and other companies benefiting from the AI … Continue reading The AI Boom Is Transforming the American Economy Beyond Recognition

AI_factories, AI_research, Business Models

The Impending, Inescapable Deluge of A.I.

Colin Henderson

 Source NYT July 29, 2026 The milestones for artificial intelligence keep getting grander. In 2023, an A.I. system passed the bar exam. In 2025, the technology helped scientists identify a suspected cause of Alzheimer’s disease. In May, A.I. had advanced so far that it solved a complex math problem that had stumped experts for 80 years. Last week, two A.I. systems under testing went rogue and hacked into a company’s database. And this is still just the beginning. From the American Midwest to the Persian Gulf, hundreds of major data centers now under construction will be turned on in the coming years. They are … Continue reading The Impending, Inescapable Deluge of A.I.

Agents, AGI, AI_factories, AI_research, banking, Business Models, Development, Frontier_AI

Exploration of thesis: “Saas shift to Gaas”. What are impacts on Core Banking software vendors and regulatory regimes

Colin Henderson

(Gaas – Agentic AI as a service – source NVDA) Here is some real time research that emanates from today’s Morning Briefing. The core of this disussion is the shif to Agentic AI and provision of core services which goes to the heart of commoditisation for tranditional vendors. The scope of this discussion here is on core banking software vendors and banking regulatory regimes OSFI. Explanation 1. Prompt: my comments and questions 2. Output: results from Claude.ai This is raw realtime thinking. The space is moving fast driven by frontier development with Anthropic Claude Mythos exemplifying the direction of Gaas … Continue reading Exploration of thesis: “Saas shift to Gaas”. What are impacts on Core Banking software vendors and regulatory regimes

AI, AI_research, Economics

The paper “Transformative AI, existential risk, and real interest rates” by Trevor Chow, Basil Halperin, and J. Zachary Mazlish (August 2025)

Colin Henderson

Summary of Key Argument The core thesis of the paper is that macro-financial indicators—specifically, long-term real interest rates—can serve as a market-based “outside view” for forecasting the likelihood and timing of transformative AI (TAI, roughly equivalent to AGI or “superintelligence”) development. The mechanism underpinning this association is straightforward economic theory: If TAI is expected to accelerate economic growth drastically (e.g., global GDP growth > 30% per year), long-run real interest rates should rise sharply due to diminishing marginal utility of future consumption. If TAI is expected to pose an existential risk (unaligned AI), the marginal value of future consumption could … Continue reading The paper “Transformative AI, existential risk, and real interest rates” by Trevor Chow, Basil Halperin, and J. Zachary Mazlish (August 2025)

AI, AI_factories, AI_research, Infrastructure

A comprehensive comparison between ‘compute’ and ‘inference’ in AI

Colin Henderson

An integrated analysis of technological, infrastructural, and operational factors including AI Factories, Data Centres, development practices, chips, and overall infrastructure. The following report—structured in APA format—presents a formal, detailed comparative overview, incorporating relevant business, academic, and technical sources.Source: Perplexity.ai Compute and Inference: Definitions and Context Compute generally refers to the computational resources required for both training and running AI models, whereas inference is the process by which a trained model makes predictions or decisions on new data. Compute is foundational for both the intensive process of AI model training and the comparatively lightweight process of model inference. AI inference utilizes … Continue reading A comprehensive comparison between ‘compute’ and ‘inference’ in AI