Generative AI Tech Trends

The $100/mo Claude Cowork Shock: Agentic AI Is Compressing SaaS Spend

On January 12, 2026, Anthropic released Claude Cowork as a “research preview”—positioned explicitly as “Claude Code for the rest of your work”—inside…

Jan 21 • GenAIExperts

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Rubin’s “No-Chiller” Shock: Who Loses, Who Wins, and Capex Shift

At CES 2026, NVIDIA CEO Jensen Huang used the keynote stage to frame a new thermal-management claim around the upcoming Vera Rubin platform: Rubin-class…

Jan 7 • GenAIExperts

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Why TPU Can Cut Costs by 80% at Scale & Google's Balance Sheet Strategy Hints Aggressive Market Move

For years, the math was simple: NVIDIA’s CUDA ecosystem was a mandatory cost of entry, securing them estimated 80%+$ gross margins on GPUs and forcing…

Jan 3 • GenAIExperts

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November 2025

The $5T Humanoid Robotics Opportunity: Why Data—Not Hardware—Will Define the Winners

In our previous piece, “The ROI Math Behind Humanoids in Manufacturing,” we unpacked where the economics of humanoid deployment finally start to make…

Nov 24, 2025 • GenAIExperts

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October 2025

Plan for a Power-Led Capex SuperCycle: Why 27% of Data Centers Shift to Primary On-Site Power Generation by 2030

Power is the rate-limiter.

Oct 29, 2025 • GenAIExperts

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Why Serverless GPUs Are Reshaping CapEx: From 40–90 % Infrastructure Savings To 10× ROI for AI Workloads

Lately, we’ve been getting a surge of questions about Serverless GPUs — what they are, how they differ from traditional GPU-as-a-Service, and most…

Oct 9, 2025 • GenAIExperts

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September 2025

What's After Meta's 49% Ownership in ScaleAI, 377% RAG Growth: The Next 12–18 Months in AI Data Services

After Meta’s 49% stake in Scale AI, investors are increasingly asking what other adjacent AI data service sub-segments could drive growth or margin…

Sep 25, 2025 • GenAIExperts

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August 2025

Why Humanoids Will Outgrow Every Forecast & The ROI Math Behind Humanoids in Manufacturing

Beyond headline names like Nvidia and Tesla, investors are beginning to map out the broader humanoid robotics landscape.

Aug 28, 2025 • GenAIExperts

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Elastic's $88B TAM in Search, Observability and Security Market And Offers 30–60% Lower TCO

In our recent deep-dive, we highlighted that many investors are eager to understand Elastic’s offering in greater detail.

Aug 5, 2025 • GenAIExperts

July 2025

Celestica's Four Strategic Moats and a 99% increase in Revenue: Why Celestica's White Box Switching Is Quietly Powering Gen AI Training at…

We know we promised our next piece would cover Elasticsearch—but after a strong wave of inbound questions on Celestica and its role in GenAI…

Jul 8, 2025 • GenAIExperts

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June 2025

40% of the Global 2000 Use Snowflake—and Why Snowflake is Getting Back into Popularity?

In our recent client conversations—we're seeing a surge of interest in two platforms in particular: Snowflake and Elastic. Once seen as complementary or…

Jun 5, 2025 • GenAIExperts

May 2025

What OpenAI’s $250M NewsCorp Deal Signals & Perplexity–TIME Rough Revenue Uplift Analysis

Between 2022 and 2025, licensing data for AI model training evolved from a niche practice into a standard industry paradigm.

May 19, 2025 • GenAIExperts

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