Insights
Expert perspectives on business growth, market positioning, capital decisions, and long-term value creation.
AI Is Not the Strategy: Why Businesses Need a Commercial Use Case Before Investing
15 June, 2026
Category: AI, Technology & Value Creation
Beyond the GPU: What Nvidia and Micron Reveal About the Next Phase of AI Value Creation
11 June, 2026
The AI boom is moving beyond software and GPUs into memory, infrastructure, supply chains, and capital allocation. As Nvidia drives demand for accelerated computing and Micron becomes increasingly important to high-bandwidth memory, business leaders need to understand where value is really being created — and how to turn AI investment into commercial advantage.