{{first_name | Leader}}, welcome back. Today’s updates:
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Who owns the AI pipeline now?
Nvidia’s investment in OpenAI inflates demand
AI needs a market for computing
Tools, resources, and a prompt to analyse your competitor’s new launch ⬇️
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The Billion-Dollar Infrastructure Powering the AI Boom
I’m seeing something big: Microsoft, Meta, Oracle, Amazon, and Google are locking in infrastructure deals worth billions. What’s shifting is who controls AI’s plumbing, and that will shape how enterprise AI is built, deployed, and consumed.
Key changes & why they matter
Scale on demand: Hyperscalers are reserving massive GPU and server capacity to power AI at global speed.
Shorter cycles: Dedicated computing means ideas move from concept to production faster.
Built-in resilience: Multi-cloud strategies are becoming the default to ensure uptime and reduce vendor risk.
Future runway: Securing supply now gives providers room to launch new AI features more rapidly.
Compliance built in: Datacenter choices increasingly reflect regional regulations and sustainability pressures.
Things to keep in mind
GPU supply is tight well into 2025, and even the biggest firms face delays.
Lock-in risk: Many deals come with commitments that make switching harder.
Market consolidation: A handful of hyperscalers are setting the pace, narrowing enterprise options.
These mega-deals bring stability and clearer roadmaps for enterprises, but capacity alone isn’t the advantage. The real edge goes to leaders who design flexible, modular layers on top, so they can scale fast without getting stuck.
If I were in your seat, I’d be asking:
Which providers leave me room to move if strategy shifts?
How modular is my architecture today, and can I adapt quickly?
Where’s my buffer if demand spikes or pricing changes suddenly?I
In other news
Nvidia’s $100 billion deal with OpenAI will fund a massive AI data center buildout, but analysts warn that circular financing (where Nvidia funds a major customer) may inflate demand and create future pricing and vendor risk for enterprises.
With cloud AI compute resources under strain, the market is considering auction-style allocation to ensure transparency and fairness in supply, meaning enterprises will need to rethink their budgeting and procurement strategies to secure access to AI infrastructure.
Productivity Tools
Jace – Autopilots your inbox: drafts on-brand replies, sorts mail, schedules meetings.*
Folk – Lightweight CRM that auto-links emails, meetings, and notes for faster follow-ups.
Arc – Tab groups, notes, and AI search keep research, work, and life neatly separated.
Akiflow – Merge calendars, tasks, and Slack pings into one command bar to cut context-switching.
Get featured tomorrow: How do you use AI for business/personally? Interesting stories will be shared with 100K curious readers.
Useful Resources
Developer-focused best practices for moderation, oversight, and reducing risk in live environments.
New research shows agents can detect and contain threats 3–4x faster with minimal overhead.
Practical steps to get wider teams comfortable using AI tools without coding skills.
A guide to automating lead distribution so sales teams respond faster.
Lessons from Replit v3 on delegation, scaling, and efficiency gains.
Which AI model are you most curious to test/have been testing in 2025?
Digging into something else recently? Please reply to this email and let us know!
💰 Funding
Judi Health raised $400M to transform AI-powered health benefits.
Obot AI raised $35M to expand open-source AI platforms.
💼 Roles in AI
🐦 Using AI at Work
Anthropic dropped the smartest one-pager on using AI at work
— #Aadit Sheth (#@aaditsh)
8:59 PM • Sep 27, 2025
AI Update for the Boardroom
When to use this?
You need a one-page, board-level summary of today’s AI news or market shifts, customized to your industry and role.
You are my Chief of Staff. Summarize today’s AI industry updates in a way I can use directly in a board meeting.
Context: [Insert here].
Your job:
Summarize 5 most relevant developments from today’s AI/tech news.
Explain in one line each why they matter for us specifically.
Suggest 2 questions I should raise with my CFO and CTO.
Output format:
Headline | 1-line relevance to retail logistics/inventory/customer engagement
At end: Questions to raiseCorrect input style:
Add your company type + scale + priorities in the Context block (e.g. “pharma company with $5B R&D budget focused on drug discovery” or “SaaS HR platform serving 10,000 mid-market clients”).
Then paste either (a) the day’s news summaries, or (b) ask the model to fetch “today’s top 5 AI business stories” (works better in Perplexity)
P.S. Get more such prompts in the Prompting Playbook (free for you)
Q: If you could automate one leadership task with AI, which would you pick?
Results: More than 35% people said they’d use AI to automate Emails and Scheduling.
PS. Jace AI lets you do just that! Check it here.
Stay curious, {{first_name | leaders}}
PS. If you missed yesterday’s issue, you can find it here.