Daniel Krauz - Edgewisely (Page 2)

Nvidia's $105 Billion OpenAI Data Center Bet

How Nvidia's decision to guarantee up to $105 billion in lease and power payments for an OpenAI megasite in Ohio turns the chipmaker into the AI economy's lender of last resort — and reopens the argument over circular financing.

Apple's Alibaba Gambit

How Apple's China-specific AI model, built with Alibaba and cleared by Beijing, shows the price of selling intelligence inside the world's most guarded market.

SK Hynix's $38 Billion Memory Bet

How SK Hynix's decision to pour $38 billion into two new chip fabs — years before they can produce anything — reveals the scale of conviction behind the AI memory boom.

ChatGPT's Advertising Turn

How OpenAI's global rollout of ChatGPT ads reveals the real economics of consumer AI — and the trade it is asking users to accept.

Alphabet's $205 Billion Dare

How Google's parent is spending on AI infrastructure at a scale that rewrites what capital expenditure means for a software company.

AMD's Bet Against Flexibility

How AMD's acquisition of Taalas — a startup that etches AI models into silicon — signals a shift from general-purpose GPUs to fixed-function inference chips.

L&T's $1.57 Billion Nvidia AI Factory

How a $1.57 billion order to build India's largest Nvidia AI factory turns a storied engineering conglomerate into an AI landlord — and pushes the compute buildout beyond America's borders.

Nvidia Turns Compute Into an Asset Class

How Nvidia and six Wall Street giants are engineering $500 billion to finance the AI buildout and reshaping who bears the risk.

Nvidia AI Chips: Inside the Empire and Its Cracks

How Nvidia AI chips came to run the data center, why CUDA locks customers in, and the concentration and competition risks that could crack the moat.

Microsoft Copilot: The AI Playbook and the Enterprise Monetization Test

How Microsoft Copilot ties Windows, Office, Azure AI and the OpenAI deal into one bet, and whether enterprises will pay enough to justify it.

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