Strategy
116 analyses
The successor platform to Grace Blackwell promises 10x more agent throughput and already includes AWS, Google, Microsoft, Oracle, and CoreWeave operating engineering racks with Samsung, SK hynix, and Micron's HBM4.
RTX Spark with 20-core Arm CPU from MediaTek, Blackwell GPU with 6,144 CUDA cores, and 128 GB of unified memory will reach Dell, HP, Asus, Lenovo, MSI, and Surface notebooks in the second half of the year, under Satya Nadella's promise of 'unmeasured' intelligence.
The migration to AI Credits, effective from this Monday, transforms the predictability of the monthly seat fee into a consumption meter that could multiply engineering teams' bills by more than 25 times.
A revision published by Bloomberg on 28 May raises the number of European banking jobs at risk from 200,000 to 400,000 due to AI, with UBS, HSBC, and Standard Chartered already implementing cuts while the productivity conversion ratio remains empirically unproven at scale.
Minister Satsuki Katayama confirmed access for Japan's three largest banks to OpenAI's security model after a meeting with Jason Kwon in Tokyo, arranged through bilateral diplomatic negotiation with the USA.
The initiative creates a clearinghouse with over 20,000 engineers to validate open source code fixes, in partnership with JPMorgan, Goldman Sachs, Citi, Morgan Stanley, Visa, and Mastercard.
Revenue of US$ 11.13 billion exceeded estimates and Agentforce's customer base surged to 23,000 clients in 15 months, but the cash generation cut revealed the cost of transitioning to AI agents.
The world's largest consulting firms are beginning to eliminate and relocate executive assistants, roles that pay over $100,000 per year, as AI takes over repetitive work. What does this signal for service centres in India and Brazil?
The Big Four firm and the owner of Copilot are set to invest over $1 billion in five years. EY has already seen a 15% productivity gain with 150,000 users and is now extending the tool to its entire workforce. The message to consultancies in Brazil.
The American brokerage, valued at $32 billion, has laid off 11% of its workforce, attributing the cuts to AI. Economists like Peter Cappelli and Marc Andreessen see another explanation. What does this mean for the insurance sector in Brazil?
Morgan Stanley cut 2,500 after its best year ever, and Bloomberg projects up to 200,000 fewer jobs in banks in five years. Meanwhile, JPMorgan has increased its workforce by 2,000 in the same period: AI is reshaping the banks' payroll, not just shrinking it.
BCG generated US$ 3.6 billion from AI work by 2025; McKinsey plans to cut 10% of its staff. The firms that sell automation to the world have begun applying the tool against their own profit pyramid.