ArticleInsights5 min
OpenAI Has Four Chip Vendors. You Probably Have One.
OpenAI's multi-vendor chip strategy (Nvidia, AMD, Broadcom, Cerebras) represents a tiered compute architecture, not just supply diversification
NVIDIAOpenAISemiconductors
Asif Waliuddin is the Founder and CEO of NXTG.AI, where he leads strategic initiatives in enterprise AI transformation.
Articles by Asif Waliuddin
ArticleInsights5 min
The AI Funding Bubble Is Not a Prediction. It Is a Present-Tense Observation.
Aggregate AI valuation data from one week: xAI $230B, Thinking Machines $50-60B stealth, Skild 3x to $14B, Cerebras $8.1B, Deepgram $1.3B
AI Valuations
ArticleInsights2 min
The AI Inference War That Matters Most Is Happening in Your Laptop
AMD Ryzen AI 400 NPU upgrade signals on-device AI as a distinct deployment tier with fundamentally different economics
Edge AI
ArticleInsights5 min
The App Layer Is Free. The Infrastructure Layer Costs Trillions. That Is Not Democratization.
Microsoft's free Office agents + Meta's trillion-dollar DC + TSMC 37% capex increase = simultaneous democratization and concentration at different stack layers
AI InfrastructureMicrosoftMeta+2
ArticleInsights5 min
The Credibility Premium: When a Resume Is Worth $50 Billion
Mira Murati's Thinking Machines Lab approaching $50-60B valuation from stealth with no public product, demos, or papers
AI Valuations
ArticleInsights2 min
Thinking Machines Lab: $50B for a Company That Has Not Shipped Anything
Mira Murati's Thinking Machines Lab approaching $50-60B valuation from stealth with no public product, demos, or papers
AI Valuations