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How strongly you believe in a technology is revealed not by how much you spend on it, but by what you are still willing to finance when money becomes expensive. AI has now reached precisely that point. According to Reuters’ reporting on Anthropic’s IPO documents, Broadcom could provide Anthropic with up to $42 billion in financing. Behind that funding lies a much larger infrastructure commitment: Anthropic’s enormous need for TPU capacity over many years. Broadcom would be mo

You can sink three-pointers one after another in an empty gym. But in the final two seconds of a game, the score, clock, defense, fatigue, teammates, and crowd pressure all bear down on you at once. The issue is no longer whether you can get the ball into the basket. It is whether you can recognize if taking the shot is the right decision. That is exactly where business is heading in the AI era. Knowledge is not disappearing. Expertise is not losing its value. But access to i

I recently came across a list of ten prompts for CFOs. It was a practical, well-considered selection, ranging from board letters and investor questions to periodic results reviews, capital allocation, and supplier negotiations. Their strength was that they did more than tell AI to act like a CFO. They defined the audience, purpose, context, information to use, boundaries, and expected output format. That is where the basic discipline of obtaining high-quality AI results begin

Something I came across recently made me look at the AI race from a different angle. We have long discussed model power, chips, and computing capacity. But another area is becoming increasingly valuable: Things people know that are not explicitly written anywhere. Some studies call this ‘tacit data.’ A technician sensing a problem from the sound of a machine. The detail a doctor looks at first in a case. Why an engineer rejects one of two theoretically possible options. Or wh

A video I watched recently made me laugh at first, then made me think. The topic was prompt injection. Here is the scenario: a court filing that looks completely normal to a person contains a hidden instruction readable by AI. A human sees a legal document; AI may perceive a command directed at itself inside that same text. What is a document for a person can become both data and a potential instruction for AI. This is no longer a theoretical risk. According to Reuters on Aug

The Business Professional's Guide to Generative AI: Everything You Need to Know in One Article