Adobe Under Pressure: Is Its Moat Deep Enough?
Adobe Under Pressure: Is Its Moat Deep Enough? After rebuilding the rules of content, can Adobe withstand market and momentum pressure? Amid the wave of content transformation driven by generative AI, Adobe may not be the flashiest player—but it’s arguably the one with the most institutional depth. Rather
Adobe Is Not Just an AI Company — It’s Rebuilding the Digital Content Supply Chain and Governance System
Adobe Is Not Just an AI Company — It’s Rebuilding the Digital Content Supply Chain and Governance System In the generative AI race, Adobe isn’t the fastest player—but it may be the most strategic and well-rounded. While most companies focus on breakthroughs and market expansion, Adobe has taken
NVIDIA’s Leadership in AI: Key Insights from Jensen Huang’s GTC Keynote
NVIDIA’s Leadership in AI: Key Insights from Jensen Huang’s GTC Keynote We’ve explored the evolution of AI, NVIDIA’s strategic positioning, and its impact at each stage. The breakthrough of the GeForce 5090 will drive the shift from Perceptual AI to Generative AI. Next, Agentic AI will evolve into
OpenAI’s AI Ecosystem Strategy: Insights from the Stratechery Interview
OpenAI’s AI Ecosystem Strategy: Insights from the Stratechery Interview OpenAI is actively strengthening its global leadership by accelerating the adoption and application of AI through a diverse range of strategies. The company is focused on enhancing ChatGPT’s user experience and capabilities while expanding its footprint in the consumer
OpenAI’s Trademark Strategy: The Potential Move into the Hardware Market
OpenAI’s Trademark Strategy: The Potential Move into the Hardware Market OpenAI, now a focal point in the global AI tech sector, has recently registered trademarks in areas such as humanoid robots, VR headsets, AR glasses, smart jewelry, and smartwatches. These actions seem to hint at the company’s future
Microsoft’s strategic shift reveals new trends in the 2025 AI market and the ambition behind its fungible data center
Microsoft’s strategic shift reveals new trends in the 2025 AI market and the ambition behind its fungible data center Microsoft’s recent capital expenditure adjustments underscore a pivotal shift in the AI market, as the primary focus transitions from model training to inference. Distributed inference is emerging as a
AI chip market evolution: Cloud vs. edge in training and inference Part 2: Edge training, inference, and market trends
AI chip market evolution: Cloud vs. edge in training and inference Part 2: Edge training, inference, and market trends The AI chip market is undergoing significant transformations, which can be understood through two key dimensions: deployment environments (cloud vs. edge) and market segments (training vs. inference). Cloud-based training
AI chip market evolution: Cloud vs. edge in training and inference Part 1: Cloud training and inference
AI chip market evolution: Cloud vs. edge in training and inference Part 1: Cloud training and inference The AI chip market is undergoing significant transformations, which can be understood through two key dimensions: deployment environments (cloud vs. edge) and market segments (training vs. inference). Cloud-based training currently dominates