PLATFORM
INTELLIGENXE’s Strategist is a GenAI software platform that designs corporate strategies for publicly traded companies. It serves two main audiences:
- Institutional investors (including mutual fund and VC fund managers) and investment bankers – to compare human-designed (current) strategies with AI-generated ones.
- C-suite executives and experienced entrepreneurs – to validate or discover strategies for competitive advantage.
CONSULTING
INTELLIGENXE helps private and public companies across industries unlock their productivity and growth potential through artificial intelligence (AI).
Our primary focus is designing tailored corporate strategies that reflect each company’s unique characteristics and competitive environment. Using our Strategist platform and its extensions powered by proprietary AI agent models, we analyze relevant companies, competitors, and industry dynamics to generate insights for strategic decision-making.
In addition, we provide AI advisory and development services through flexible consulting engagements.
Insights & Perspectives
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The day after the midterms, owning a data center beat building one.
Texas, Ohio and Georgia elected governors who campaigned on pausing or limiting new data centers. Microsoft’s shares rose 6.7% and Amazon’s 6.1%. Companies that build, power or equip new ones fell: power producer Vistra 13.8%, AI cloud CoreWeave 9.9%, turbine … Continued
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Is Alphabet worth more as two companies?
Its shares cost about 19 times next year’s expected profit. By Bank of America’s count, that price values Search at about 10 times. On CNBC, D.A. Davidson’s Gil Luria argued Google Cloud alone could fetch 30 to 40 times: its … Continued
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Most of the AI stack is still speeding up
Is AI spending peaking? Not in its suppliers’ latest numbers. Of eight big AI suppliers, from chips to cooling, five are growing faster than a year ago: Nvidia, Broadcom, Micron, Arista and Vertiv. TSMC held steady at 41% growth; Marvell … Continued
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Chips are still short. Now power is, too.
ASML says its planned supply of chip-making machines won’t fully meet demand in 2027 or 2028. Gas turbines on order or reserved at GE Vernova nearly doubled in a year, to 122 gigawatts, and customers have paid power and cooling … Continued
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Same tactic as 2000, very different cushion
The AI boom has revived a dotcom-era tactic: suppliers backing the customers who buy from them. In September 2000, Lucent had promised $8.1B of loans and guarantees to the carriers buying its gear: 24% of a year’s sales. Nvidia has … Continued
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The fine print behind the AI IPOs
Anthropic’s IPO filing details $637B of computing deals. The fine print matters more than the total. Anthropic must pay Google, Amazon, Microsoft and Broadcom $431B whether or not it uses the capacity. SpaceX, Nscale and Lambda get $206B only as … Continued
