What's the Next Step for AI Giants?

Hello everyone! Today i want to share some AI giants’ strategies during the turmoil.

$NVIDIA(NVDA)$ CEO Jensen Huang says OpenClaw could be the most important software release ever surpassing Linux adoption in just three weeks to become the most downloaded open-source project in history.

He also described the coming AI “token economy” where companies run AI factories producing tokens as digital labor for the global IT industry.

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$NEBIUS(NBIS)$ CRO said demand for AI infrastructure is far exceeding supply allowing company to prioritize high-value customers & shift toward longer-term contracts

He added ASPs rose ~50%, year-long contracts doubled & customers now paying up to 100% upfront to secure future capacity.

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$Apple(AAPL)$ unveiled a new entry-level MacBook called the MacBook Neo starting at $599.

The launch introduces a lower-priced MacBook aimed at expanding Apple’s entry segment.

$Microsoft(MSFT)$ CEO Satya Nadella shared a demo of Copilot creating a spreadsheet and analyzing the data in Excel.

It then automatically schedules tasks based on the results.

$IREN Ltd(IREN)$ in 18 months:

• Signed $9.7B with $Microsoft(MSFT)$

• $2.3B ARR under contract

• $1.9B prepaid, $3.6B GPU financing locked

• 4.5GW secured and only needs 10% to hit $3.4B ARR target

One of the fastest infrastructure pivots in history.

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What's the Next Step for AI Giants?

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