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The AI Bottleneck Shift: From Chips to Credit

  Introduction: The Question Underneath Every GPU For most of the past three years, the public conversation about artificial intelligence (A...

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I'm pleased to share a preview release of my latest eBook, The AI Bottleneck Shift: From Chips to Credit.

Over the last three years, the AI conversation has focused on chips, GPUs, models and data centres. But a new bottleneck is emerging. The question is no longer "Can we get the chips?" but "Who will fund the trillions of dollars needed to build the future of AI?"

This book explores:

  • Why the AI bottleneck has shifted from silicon to capital
  • How Nvidia evolved from a chip supplier into a financial backstop for the industry
  • The rise of neoclouds and AI infrastructure financing
  • The impact of bond yields, interest rates and US government borrowing on AI
  • Why Anthropic's IPO may become the most important financial event in AI
  • Why OpenAI is waiting and what it tells us about the next phase of the market
  • What business leaders, investors and technology buyers should watch next

Drawing on research from SemiAnalysis, Aswath Damodaran, public market data and industry analysis, the book connects technology, finance and strategy into a single narrative.

Whether you are a technology executive, investor, entrepreneur, consultant or simply interested in where AI is heading, I hope you find the insights valuable.

Download the eBook

📖 The AI Bottleneck Shift: From Chips to Credit - Download here: Link

I welcome your feedback, comments and perspectives as the AI industry enters what may become its most important phase yet: the battle for capital.



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My 3rd New Book on Generative AI - The New Reality: How Key Players Are Progressing is available at Amazon.com

About the Book  

Gen AI is the new reality, and it is transforming every industry, from chip manufacturing and software to automotive and security. In this book, you will learn how the key players in each of these industries are innovating and adopting Gen AI, how they are progressing financially, and what risks they face in the future. 

You will also learn about the trends of Gen AI and its future growth potential, as well as how its end-to-end value chain works and how its language models and chips are innovating. Finally, you will see how technology is becoming a strategic fighting ground between the United States and China. 



Key Takeaways 
  • Gen AI is transforming every industry, and the key players are innovating and adopting it rapidly.
  • Gen AI has the potential to create a massive new addressable market. 
  • The Gen AI value chain is complex and includes many different players. 
  • Language models and chips are two of the most important areas of innovation in Gen AI.
  • Technology is becoming a strategic fighting ground between the United States and China. 
Who Should Read This Book? 

This book is for anyone who wants to understand Gen AI and its impact on the world. It is especially relevant for business leaders, investors, and policymakers.

 
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2nd Book 

My new Book, "Australia's NBN Debacle - Ambition Derailed by Political Whims and Tech Woes", is available at Amazon.com 

About the Book  
This book provides a comprehensive account of Australia’s National Broadband Network (NBN) project, from its inception and the creation of NBN Co to its evolution, performance to date, and the challenges it has faced. 
It delves into the purpose behind the NBN, the rollout progress, the estimated total cost of ownership (TCO), and the economics surrounding when it might become profitable. 
The book also explores the threats to the NBN, such as the potential impact of its idle network, 5G technology, disruptors from space, and strategies to address these threats. 

Key Takeaways 
  • The Multi-Technology Mix (MTM) approach and why it failed to achieve its intended purpose. 
  • Key learnings from the NBN project and reasons why it has failed to fulfil initial expectations. The future ahead - upgrading the NBN, making it more affordable, and preparing it for potential sale.
  • The impact of the NBN on Telstra's monopoly, as well as its broader impact on Australia. 
  • An analysis of how political whims and technological woes derailed the ambitious goals of the NBN project. 
  • The book aims to provide a comprehensive and critical examination of the NBN project, shedding light on the challenges faced, the lessons learned, and the path forward for Australia's national broadband infrastructure. 
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1st Book

I have been contemplating writing a book for a while now, and I'm pleased to announce that my book on B2B sales, entitled "Sellers from Mars and Buyers from Venus - Elements of Nature Meet B2B Sales," has been published.  The book is available at amazon.com.

About the Book 

B2B sales is a challenging, complex and long-drawn process spanning between six to twenty-four months. The sales cycle varies across the products and services in different industries and geographies for multiple reasons and the complexities associated with the buyer's procurement process.
Various methodologies like personality tests developed by Katharine Cook Briggs and Isabel Briggs Myers, Game theory, Behavioural Psychology, etc., are applied in business and daily life to learn about an employee or an individual’s behaviour and motivation. These methodologies provide insights by gathering data or observing individuals over a duration. 

The Five elements-based approach is an ancient methodology used in Chinese medicine, Feng Shui and Ayurveda for medical treatment, face reading, and understanding how humans behave. It relies on the fact that each element found in nature has certain key attributes, and each human being acts under the influence of these elemental attributes. 

Applying and correlating these elemental attributes' significance to humans, we can anticipate how an individual will behave. This methodology is related to nature through the cycle of creation and destruction. To succeed in business-to-business (B2B) sales, sellers must gather intelligence and anticipate prospective buyers’ preferences, thinking, and modus operandi. Accordingly, the conversation is started for positioning a product or a service. Applying the five elements-based methodology across the business-to-business (B2B) sales value chain is a quick, easy, and efficient process. 

This book offers practical knowledge on understanding the behaviour and engagement preferences of buyers and sellers in various roles. It also provides strategies for positioning and influencing stakeholders to succeed in negotiations, determining the most suitable sales representative for a buyer, and predicting how procurement, legal, marketing, finance, or other value chain stakeholders will collaborate with the sales team

 
To know more, please read the following 17-article series covering the various sections of the book
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Topic - 2: Sales and Advisory in a Digitally Connected World. 

Still In Garage
  • Why
    • I have been delving deeper into Sales Management, Leadership, and Advisory as areas of interest. My experience with Digital Transformation is aiding me in combining these two areas.
As I continue to delve into this topic and clarify my thoughts, I will also share my musings and ideas that capture my interest on this blog. This will provide me with ample material to work with. 

Update: More work on Sales Advisory here, here




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