ArticleInsights2 min
One Week of AI Funding Tells You Everything About This Market
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
Asif Waliuddin is the Founder and CEO of NXTG.AI, where he leads strategic initiatives in enterprise AI transformation.
Articles by Asif Waliuddin
ArticleInsights6 min
The $690B Question Nobody Is Asking
Hyperscalers spending $660-690B on AI infrastructure in 2026 while AI-driven cloud growth decelerates and investors punish capex announcements — the spend and the skepticism are simultaneous
AI InfrastructureCloud Computing
ArticleInsights2 min
AI Is Being Democratized at the Surface and Concentrated at the Foundation
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 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 Megawatt Moat: Why AI Was Never Getting Democratized
Infrastructure capital aggregation across OpenAI, Meta, TSMC, and Altman's $1.4T target
AI InfrastructureOpenAIMeta+1
ArticleInsights2 min
Anthropic Launched a Healthcare Product. Salesforce and Workday Dropped. Here's What Actually Happened.
Anthropic Claude for Healthcare launch triggered SaaS selloff; RBC Capital warned about domain expertise moat erosion
AISaaS