All posts tagged: AI

The risk he took has now exploded

SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on November 20th, 2023. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. The drama around Sam Altman and OpenAI has clearly shaken Microsoft. Now CEO Satya Nadella is taking AI development into his own hands. Our current era of AI development can be traced back to a single decision made around four years ago. It was not […]

Microsoft’s unexpected comeback is making Google sweat

SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on October 25th, 2023. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Billion-dollar AI investments and the world’s largest gaming acquisition. CEO Satya Nadella has repositioned Microsoft for the future — and aimed it directly at Google. The quarterly reports suggest even more investment lies ahead. Satya Nadella was in a good mood when he was recently […]

The stock market’s biggest winner is betting everything on AI

SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on August 22nd, 2023. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. Nvidia crushed market expectations in May and the stock surged. Now everyone is waiting to see if the company can repeat the feat. But riding the AI hype comes with significant risk. There is an old saying in business: “under-promise, over-deliver.” The well-tested model is […]

Started at a dive — now worth trillions

SvD Näringsliv

This analysis was first published in SvD Näringsliv, in Swedish, on June 8th, 2023. This piece was translated from Swedish by Claude. Some phrasing may differ from a human translation. The flamboyant visionary Jensen Huang likes to dress in black leather jackets. He is a rock star in the chip and semiconductor industry. Now Nvidia’s founder faces his greatest challenge — living up to the market’s expectations. The black leather jacket is on. The grey […]