AI Strategy Shifts Among the Big Six: Four Core Trends from Compute Scale to Efficiency Competition
AI Strategy Shifts Among the Big Six: Four Core Trends from Compute Scale to Efficiency Competition In less than three years, the focus of the AI race has shifted three times. It began with a contest to build the largest and most capable models,
Can Industry Research Really Predict the Future?
Can Industry Research Really Predict the Future? Industry researchers are often asked to predict the future: next quarter’s market share, five-year growth trajectories, the next destination in the global supply chain. But are such expectations realistic? Without systems for timely feedback, institutional validation, or long-term credibility building, can
When Geopolitics Takes Over Growth: The New Language of Efficiency at ASML and TSMC
When Geopolitics Takes Over Growth: The New Language of Efficiency at ASML and TSMC At the height of the semiconductor boom driven by AI, both ASML and TSMC have begun to repeatedly emphasize a single word: efficiency. This is not simply about operational fine-tuning. It reflects a deeper
GPU Cloud Is Not Just a Compute Race but a Relay of Assets and Capital Belief
GPU Cloud Is Not Just a Compute Race but a Relay of Assets and Capital Belief This article analyzes a key shift in GPU cloud platforms as they move from a technology-driven model to one powered by asset leverage. It highlights how asset-leveraged platforms are reshaping the competitive
Why Do Good Companies Struggle to Tell Good Stories? The Case of UiPath’s Narrative Mismatch
Why Do Good Companies Struggle to Tell Good Stories? The Case of UiPath’s Narrative Mismatch Some companies perform steadily and enjoy strong customer loyalty, yet never quite resonate with the market. UiPath is one such case worth observing. It has evolved from an RPA tool into an AI
When Strategy Logic Meets Capital Reality: A Researcher’s Reflection on Wolfspeed’s Collapse
When Strategy Logic Meets Capital Reality: A Researcher’s Reflection on Wolfspeed’s Collapse Wolfspeed’s bankruptcy is not a failure of industrial logic. It is a reminder that capital often runs out before good ideas can prove themselves. This article reflects on a misjudgment through the eyes of a researcher
Can Industry Analysis Survive a Narrative Break? Broadcom’s Belief Experiment and the Reflexive Market
Can Industry Analysis Survive a Narrative Break? Broadcom’s Belief Experiment and the Reflexive Market In a market where capital moves faster and narratives grow stronger, traditional industry analysis faces a profound shift. This article uses Broadcom’s acquisition of VMware as a case study to explore how a hardware
Is Adobe Losing the AI Narrative? A Closer Look at Trust, Growth, and Strategy
Is Adobe Losing the AI Narrative? A Closer Look at Trust, Growth, and Strategy In the rise of generative AI, Adobe was once considered one of the few companies positioned to lead the development of creative infrastructure. With native asset libraries, active participation in standard-setting, and an integrated
Shopify’s Narrative Reset: From Anti-Amazon Roots to an AI-Powered Future
Shopify’s Narrative Reset: From Anti-Amazon Roots to an AI-Powered Future This article explores the five key narrative shifts in Shopify’s history, revealing how a platform company uses storytelling to shape market perception, build trust, and influence valuation cycles. From its founding myth to pandemic-driven momentum, through narrative collapse
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