enterprise AI Archives

Seven Boson’s Google Cloud Alliance and Sovereign AI Vision Point to the Next Enterprise Opportunity -( $GOOG $GOOGL )

by John F. Heerdink, Jr. August 20, 2026 220Views 0Likes

Seven Boson Group’s expansion within the Google Cloud partner ecosystem and its increasingly defined sovereign-AI strategy offer a bullish picture of a company aiming to participate in a more mature phase of the artificial-intelligence buildout. The premise is compelling: as AI moves…

The Great Growth Asset Rotation: AI, Orbit and Silver Take Center Stage -( $AMZN ANTH.PVT $ASTS OPAI.PVT $RKLB $SIL $SPCX $T $VZ )

by John F. Heerdink, Jr. August 18, 2026 262Views 0Likes

Wall Street has rarely lacked for ambition, but 2026 is offering an especially lavish menu: artificial intelligence firms approaching trillion-dollar valuations, a space company with revenue aspirations that would make many nations glance nervously at their GDP tables, and silver holding its…

AI, Bond Yields and Big Bets: Why the Bull Case Is Getting More Selective -( $GOOG $NVDA )

by John F. Heerdink, Jr. August 18, 2026 112Views 0Likes

This bullish market story examines how rising bond yields are reshaping—not ending—the investment opportunity set. It highlights **NVIDIA (NASDAQ: NVDA)** and its enormous AI data-center ambitions, **Alphabet (NASDAQ: GOOGL, GOOG)** and the growing strategic value of proprietary business data, and the emerging…

The Next Wave of AI Growth May Be Cheaper, Open-Source, Safer—and More Sovereign -( $AMD $AMZN $CRWD $ETN $GOOG $MSFT $PANW $VRT )

by John F. Heerdink, Jr. August 8, 2026 512Views 0Likes

The AI Trade Is Growing Up Artificial intelligence has spent the last several years behaving like a fashionable restaurant with a six-month waiting list: expensive, crowded, and occasionally more admired for the bill than the meal. The next phase, however, may be…

The new AI trade has entered the sovereignty era

by John F. Heerdink, Jr. August 4, 2026 116Views 0Likes

If the first wave of AI was about raw horsepower, the next wave is looking more like a procurement decision. Reed Hastings’ TED conversation (below) about AI’s accelerating importance underscores the scale of the opportunity, but the real market question is now…

Tag: enterprise AI

Seven Boson’s Google Cloud Alliance and Sovereign AI Vision Point to the Next Enterprise Opportunity -( $GOOG $GOOGL )

The Great Growth Asset Rotation: AI, Orbit and Silver Take Center Stage -( $AMZN ANTH.PVT $ASTS OPAI.PVT $RKLB $SIL $SPCX $T $VZ )

AI, Bond Yields and Big Bets: Why the Bull Case Is Getting More Selective -( $GOOG $NVDA )

The Next Wave of AI Growth May Be Cheaper, Open-Source, Safer—and More Sovereign -( $AMD $AMZN $CRWD $ETN $GOOG $MSFT $PANW $VRT )

The new AI trade has entered the sovereignty era

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