Inside Nvidia’s India AI Stack Bet: Sovereign Compute to Startups
What Changed and Why It Matters Nvidia isn’t just selling GPUs into India. It’s designing the country’s AI stack end-to-end and seeding demand at the source. The company is aligning…
Europe has 24 months to own its AI stack — the path to sovereignty
What Changed and Why It Matters Europe’s AI strategy is shifting from talk to shipping assets. A new market sizing pegs Europe’s agentic AI opportunity at $5.5B in 2026. A…
Europe’s AI mafia moment: alumni networks reshape funding flows
What Changed and Why It Matters The center of gravity in AI company formation is shifting toward alumni networks. Former employees of top labs and scaled AI companies are spinning…