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Artificial Intelligence

Google’s Mega Fundraising Push Shows Why Public Markets Matter Again in the AI Boom

Alphabet, the parent of Google, is moving to raise a substantial sum from public investors to help finance its sprawling artificial intelligence buildout, a step that underscores how even the world’s largest cash generators are tapping the public markets to keep pace with the …

Nitish Kishor | 03 June 2026

Could 'Nvidia Inside' Become the Next Big AI PC Branding Battle?

The artificial intelligence boom has already transformed theEconomicsof data centers. Now it may be preparing to reshape the personal computer industry. Reports fromSupply-chain sources and industry analysts suggest that NVIDIA Corporation (Nasdaq: NVDA) is developing ARM-based processors designed specifically for AI-powered Windows laptops and …

Nitish Kishor | 03 June 2026

Google's $80 Billion AI Buildout Draws Berkshire's Backing

Artificial intelligence is rapidly becoming one of the most capital-intensive sectors in technology. Alphabet's decision to pursue an $80 billion fundraising effort demonstrates how aggressively major technology companies are investing in data centers, advanced chips, networking infrastructure, and power resources required to support next-generation …

Nitish Kishor | 03 June 2026

Why the AI Revolution May Resemble the 1920s Electrification Boom

For much of the past decade, artificial intelligence has been framed through the lens of Silicon Valley. Larger models, expanding software capabilities, and rapid product launches encouraged comparisons with previous internet-era revolutions. Yet by mid-2026, theEconomicsof AI increasingly suggest a different historical parallel.

Nitish Kishor | 03 June 2026

How AI Is Reshaping Central Bank Interest-Rate Decisions

Central banks have long relied on economic models to guide decisions on interest rates,Liquidity, and financial stability. In 2026, artificial intelligence is becoming an increasingly important addition to that toolkit. Institutions including the Federal Reserve, the EuropeanCentral Bank, and the Bank of England are …

Nitish Kishor | 03 June 2026

What the Electrification Era Teaches About AI's Productivity J-Curve

Artificial intelligence is increasingly being compared with the internet revolution. Yet a more useful historical parallel may be the electrification era of the early twentieth century. Like electricity, AI is emerging as a general-purpose technology capable of reshaping multiple industries simultaneously. Its long-term impact …

Nitish Kishor | 03 June 2026

Cisco's Quiet Ascent: Why the Market Undervalues an AI Networking Champion

Cisco has entered a peculiar moment in its corporate lifecycle. The networking giant delivered record fiscal third-quarter revenue of $15.84 billion, a respectable 12 percent increase year-on-year, yet the market's initial enthusiasm appeared muted relative to the fundamental strength evidenced in the results. This …

Nitish Kishor | 02 June 2026

Michigan Stargate Becomes Real: OpenAI and Oracle's $16bn Data Center Confirms the AI Infrastructure Boom Is Built, Not Promised

The Stargate Michigan project has moved from announcement into operational planning. OpenAI and Oracle are constructing a $16 billion data centre campus on 250 acres in Saline Township, Washtenaw County, a commitment that transforms rhetorical AI infrastructure strategy into tangible physicalAssets. The venture marks …

Nitish Kishor | 02 June 2026

ZoomInfo's Headless Gambit: Why Becoming the Invisible Layer Matters More Than Owning the CRM

ZoomInfo has chosen a deceptively elegant strategic pivot. Rather than compete head-to-head with Salesforce or HubSpot as a standalone platform, the company is embedding itself as the verified data foundation beneath them. This headless architecture represents a fundamental shift in how sales intelligence vendors …

Nitish Kishor | 02 June 2026

Zoom's AI Teammate Bet: From Video Platform to Workflow Engine

Zoom has long occupied an awkward position in enterprise software. Born as aPandemicvideo conferencing savior, the company captured immenseMarket Sharebut faced a structural challenge: video calls are commoditized, replaceable, and increasingly free. Microsoft Teams, Google Meet, and numerous competitors offered similar functionality bundled into …

Nitish Kishor | 02 June 2026
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