Updates – Strategy

AI Implementation Is Significant and Will Force a Stand-Up Across Global Enterprises — Those Who Don’t Invest Will Fall Behind

By Christopher Combs, AI Assisted  Chief Investment Officer Silicon Valley Capital Partners Executive Summary Artificial intelligence is now exerting measurable influence on the U.S. labor market, enterprise spending patterns, and monetary policy. The latest MIT “Iceberg Index” confirms that 11.7% of American jobs are already exposed to tasks that current AI systems can perform, representing […]

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Google must double AI compute every 6 months to meet demand, AI infrastructure boss tells employees

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Meta, Microsoft Test Investors With 89% AI-Fueled Spending Surge

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Nvidia Unveils System to Link Quantum Computers to Its AI Chips

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Nvidia CEO Rebuts Fears of AI Bubble as He Lines Up Partners

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AI investment boom shielding US from sharp slowdown, says IMF

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Trump 2.0 Flatter and Fatter Distribution Outcome

Donald Trump’s First Term Accomplishments versus Second Term Opportunities: Less Levers to Pull Christopher Combs Chief Capital Market Strategist Silicon Valley Capital Partners Donald Trump’s second term as President of the United States begins under markedly different economic conditions than his first. The economic backdrop of January 2017 offered distinct advantages compared to January 2025, […]

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