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.
Oracle’s Media Play: The New Rules of Influence
Oracle is turning AI cloud cash flows into cultural leverage: linking compute, content libraries, and short-form distribution. Here’s the playbook, the risks, and the board moves that matter next.