Google is scaling its TPU strategy, offering a cost-efficient alternative to Nvidia that is gaining traction across major AI developers. Gemini-powered search continues to grow, supported by Google’s TPU-backed infrastructure. The broader market is moving toward multiple winners as Google, Anthropic, OpenAI and Nvidia each secure advantages in different parts of the AI ecosystem.

Compute is becoming the next major liquidity market as GPU demand outpaces supply constrained by energy, siting, and fabrication. Bursty, latency-sensitive inference and agentic workloads break the old rent-a-server model. A new layer of compute brokers is emerging to allocate, schedule, and price capacity across multi-cloud and bare metal under real-world constraints. Economics now resemble power markets, and the marketplaces that control scheduling will set prices, shape access, and capture outsized value in the AI economy.

Canada’s 2025 federal budget arrived with a strong investment focus, committing $141.4 billion in net new spending over five years to lift productivity, expand infrastructure, and bolster defense. The government’s goal is to generate more than $1 trillion in total investment over that period, with a significant share coming from the private sector, and to push national GDP roughly 3.5 percent higher by 2030. To fund this agenda, the budget projects a 2025-2026 deficit of about $78.3 billion, a notable increase from earlier forecasts but tied directly to the scale of these long-term growth initiatives.

Power infrastructure financing has shifted from slow, utility-led projects to a startup-like model, where developers, private capital, banks, and even corporate offtakers co-finance projects using stacked capital structures such as developer equity, tax equity, project debt, and prepaid energy contracts. This new approach accelerates deployment to keep up with AI and electrification demand by aligning incentives for fast execution, with corporations like Microsoft now acting as quasi-investors to fund capacity directly. The result is a faster, heavily capitalized, but more complex grid build-out that moves at Silicon Valley speed rather than traditional utility pace.

The massive AWS outage on October 20, 2025 affected thousands of companies and millions of users, highlighting how much of the internet depends on a few cloud providers. Outages like this are a reminder that single-cloud setups carry real risks, especially as AI workloads and digital services scale. Multi-cloud strategies are becoming essential, spreading workloads across providers to improve resilience and foster healthy competition.

AI isn’t a bubble like 1999… There’s hype at the edges, but the core is built on real profits, real adoption, and disciplined investment, mostly from big tech and infrastructure rather than speculation.

Geoffrey Hinton’s breakthroughs in deep neural networks, especially convolutional nets like AlexNet, triggered the modern AI revolution by proving that large models trained on massive datasets can outperform traditional methods. He later became one of AI’s loudest warning voices, raising concerns about misuse, job displacement, and loss of control. But from a Ventures Edge perspective, we remain optimistic: history (and Jevons’ Paradox) suggests that more efficient AI will expand, not shrink, economic opportunity, creating new industries, not just automating old ones.

A series of large, interlinked deals between NVIDIA, OpenAI, and Oracle has raised questions about circular financing in AI. Some view it as inflated growth built on mutual dependence, while others see it as a practical way to fund and scale the infrastructure behind today’s AI expansion.

Artificial intelligence has become astonishingly good at perception. It can describe a photo, summarize a document, and even generate a symphony of pixels from a sentence. The models behind these feats (convolutional networks, transformers, diffusion systems) have mastered how to recognize patterns. They see, they mimic, they predict. But they do not yet understand.

A sudden $100,000 fee on H-1B visas jolted the U.S. tech market, sending companies scrambling and narrowing access to global talent. Startups fear higher burn and thinner pipelines as founders and engineers consider building elsewhere. Canada and other countries are moving to attract these workers, turning U.S. restrictions into their opportunity.

The Bridge is a one-of-a-kind summit that brings together energy industry leaders, AI entrepreneurs, infrastructure experts and investors for an intensive week of facility tours and dealmaking. Hosted September 17-21 in Calgary and Banff, The Bridge 2025 was a handpicked conference that connects the energy and AI sectors in ways that spark breakthroughs.

Apple has shoveled $704B into buybacks over the last decade, clear signal it’s now an EPS-first incumbent, not a moonshot machine. “Apple Intelligence” is incremental, Siri 2.0 slipped to 2026, and Siri punts tough queries to ChatGPT while Google/Samsung push true AI-first phones. Cash returns run ~11× R&D+capex, propping EPS as innovation feels like hardware refreshes. Unless Apple aggressively ramps product/capex and ships a private, on-device assistant that beats rivals, it risks settling into integrator status rather than originator in the AI era.