Inside the enterprise AI infrastructure race for LLMs #ai #openai #nvidia #futureofwork

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My site: https://natebjones.com
Full Story: https://natesnewsletter.substack.com/p/openai-is-planning-a-1-trillion-dollar?r=1z4sm5&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
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What’s really happening inside the trillion-dollar AI race?
The common story is that OpenAI’s rumored IPO and Nvidia’s $5T valuation signal a bubble — but the reality is more complicated.

In this video, I share the inside scoop on how AI infrastructure and strategy are shifting fast:
• Why OpenAI dropped Microsoft’s compute exclusivity
• How Anthropic’s Claude in Excel pressured Microsoft to adapt
• What Meta’s layoffs reveal about the new AI labor market
• Where IDE and agent wars like Cursor vs Windsurf are headed

AI is maturing from model races to infrastructure and security battles — a shift that rewards teams who build coherence, not hype.

Subscribe for daily AI strategy and news.
For deeper playbooks and analysis: https://natesnewsletter.substack.com/