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nvidiaai
Nvidia Isn 't Selling Chips Anymore— It's Buying the Ecosystem
Nvidia has committed $40B to AI equity deals in 2026— not as financial investment, but as distribution , capacity reservation, and ecosystem control t
2d ago10 min read
servic enowai
ServiceNow Is Turning AI Into a Seat Tax
In May 2026, ServiceNow projected $30B in subscription revenue by 2030, driven by AI product traction. On the surface, it 's guidance revision ; in re
May 58 min read