Futurum's Newman Believes AI Trade Isn't Over
THE SO WHAT
If public markets are trading AI like the story is over while infra demand and model roadmaps are still compounding, you get a window where multiples compress but real adoption continues. Operators should use that gap to lock in longer-term partnerships and capacity while sentiment is cooler than fundamentals.
READ THE SOURCE
MORE FROM THE WIRE
Tech & InnovationKeep cold hands at bay this winter for £17.59 with the Afenau heated mouse pad
Ergonomics and comfort gear like a £17.59 heated mouse pad are a reminder that marginal productivity gains often come from the physical environment, not more software. For distributed teams, small standardized perks can be a low-friction way to improve winter work conditions without policy changes.
Tech & InnovationApple Offers Disappointing Forecast | The Rundown
Wall Street’s reaction to Apple’s softer outlook — contrasted with Anthropic’s massive spend — underlines the rotation from mature hardware margins to AI capex narratives. If you’re a non-AI incumbent, expect more pressure to show either direct AI upside or disciplined capital return, not just incremental product refreshes.
Tech & InnovationSilicon Valley and Trump rally behind Nvidia CEO after his affair with alleged Chinese spy
Elite backing for Nvidia’s CEO despite an affair tied to an alleged Chinese spy shows how concentrated AI hardware power has become — leadership risk is now geopolitical risk. Boards in critical chip and AI infra companies should be treating personal security, counterintelligence exposure, and succession as core operational issues, not HR footnotes.
Tech & InnovationNvidia Probe Into CEO's Affair Raises Troubling Questions for AI
A formal probe into Nvidia’s CEO over an affair with an alleged Chinese agent turns corporate governance into a macro AI risk — any disruption at the top supplier of accelerators would ripple through every training and deployment plan. Operators should sanity-check their GPU concentration risk and timelines under a scenario where Nvidia faces leadership or regulatory turbulence.