How Nvidia became the First $5Tn Company
Nvidia’s $5T valuation isn’t a meme, it’s the receipt for a two-decade plan. We map the milestones from CUDA to Blackwell, the deals that mattered (OpenAI, Microsoft, cloud OEMs), and the risks that could dent the flywheel.
OpenAI Deploys Atlas: The Strategic Move in the Browser War
Atlas turns the browser into a work surface. We map the arms‑race dynamics, the browser‑war levers, the risks, and a 90‑day boardroom rollout to test it without breaking trust.
Campus x Sizzle AI: How Tade Oyerinde Is Rewiring Community College With Agents
Campus’s acquisition of Sizzle AI brings agent tutors into accredited pathways. We map the stack, the economics, the risks, and a 90-day boardroom rollout to test it without breaking trust.
Data Center Gold Rush: Inside the Multi-Billion Dollar Land Grab
The scramble for compute sparked a scramble for megawatts. This brief explains what’s changing, why it matters, and the board‑level plays to run now.