AI Meets Data Centers: the $2.5B push to own the full stack
What Changed and Why It Matters AI infrastructure is going vertical. Compute, energy, cooling, data, and services are merging. In the past week of reports and commentary, one pattern stood…
India’s Voice AI moment: funding surge and the vernacular moat
What Changed and Why It Matters India’s voice AI story just crossed a threshold. Voice is no longer a demo; it is infrastructure. Enterprises are budgeting for it, investors are…
Why Nvidia’s $150M Baseten Bet Makes Inference the New Moat
What Changed and Why It Matters Nvidia quietly wrote a $150M check into Baseten, an AI inference platform, as part of a larger $300M round that reportedly values the company…