Strategic Brief: The Agentic Pricing Shift, Nuclear Cloud Grids, and the Analog Marketing Rebellion
Intelligence Brief. Today's scan highlights a critical transition phase in the technology sector. The initial hardware rush is giving way to infrastructure optimization, as evidenced by nuclear power agreements for data centers and a cooling in semiconductor capital expenditures. Meanwhile, the software industry is fundamentally altering how it charges for value, abandoning the concept of a &…
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