The AI Machine Accelerates: $5 Trillion in Play as Big Tech Doubles Down
Artificial intelligence is no longer speculative narrative—it’s the largest corporate investment cycle in history. Nvidia became the first company to break the $5 trillion market cap barrier, consolidating the absolute dominance of the AI ecosystem. At the same time, Alphabet, Amazon, Meta, and Microsoft collectively raised their capex plans to more than $380 billion just […]
Technological disruption and financial markets
Disruption is displacing an existing market, industry or technology to create something new in a more efficient and value-generating way. It is both destructive and creative and very few companies are immune. Company leaders have an important role to play. Take Kodak, for example; in the 2000’s, it was a company with robust financial information: […]