Asif Waliuddin is the Founder and CEO of NXTG.AI, where he leads strategic initiatives in enterprise AI transformation.
Microsoft's $80B unfilled Azure orders due to power and chip constraints is being framed as bullish demand when it is actually a capacity/delivery failure
OpenAI's Frontier enterprise platform signals a structural pivot from AI research lab to enterprise IT vendor — a transition with historical precedent and known failure modes
Enterprise AI moving from pilot/experimentation budgets to core IT budgets creates an accountability moment — pilot budgets tolerate learning, core IT budgets require SLAs and defined ROI
Enterprise AI moving from experimentation budgets to core IT budgets triggers a governance regime change — from learning-tolerant pilots to SLA-driven production with ROI accountability
TSMC $56B capex increase, 25% annual revenue growth forecast, 2nm output growing 10x, US-Taiwan trade deal
Mira Murati's Thinking Machines Lab approaching $50-60B valuation from stealth with no public product, demos, or papers
