Topic

NVIDIA

Every THE D[AI]LY BRIEF article on NVIDIA — enterprise AI analysis, benchmarks, vendor comparisons, and ROI frameworks for technology and business leaders. Updated as new coverage publishes.

NVIDIA

37 Companies United. OpenAI Left Out. AI Security Splits in Two.

NVIDIA launches the Open Secure AI Alliance with 37 founding members — Microsoft, CrowdStrike, Palo Alto Networks, IBM, Cisco, Hugging Face — after OpenAI's rogue AI breached Hugging Face's production infrastructure. When closed AI models blocked forensic analysis, open-weight GLM 5.2 saved the defense. OpenAI, Google, Meta, and Anthropic are conspicuously absent from the founding roster. Enterprise OSAA Readiness Assessment and Open vs. Closed AI Security Decision Matrix inside.

July 27, 2026 · 14 min read
AI Inference

JPMorgan Just Ditched Cloud AI. The $117B Reason Why.

SambaNova's $1B Series F at $11B valuation, backed by JPMorgan Chase going on-prem, signals that 55% of AI compute spending has shifted to inference. The AI inference market hit $117.8B in 2026 and is growing at 13% CAGR. NVIDIA's GPU monopoly on inference is fragmenting as Cerebras IPOs at $56B, Qualcomm acquires Modular for $3.9B, and OpenAI builds custom ASICs. Enterprise vendor selection matrix and on-prem inference readiness assessment inside.

July 12, 2026 · 16 min read
Enterprise AI

OpenAI Built Its Own Chip. Inference Just Got 50% Cheaper.

OpenAI and Broadcom unveiled Jalapeño, a custom inference ASIC designed from scratch for LLM workloads. Built in nine months with AI-assisted design, it claims 50% lower cost per token than NVIDIA GPUs. With Google, Amazon, and Microsoft all building competing custom silicon, the era of GPU-only inference is ending — and the enterprise AI cost structure is about to be rewritten.

June 24, 2026 · 14 min read
Dell

Dell AI Factory: 2.6x ROI Across 4,000 Deployments

Dell AI Factory deployment data from 4,000 customers shows 2.6x first-year ROI, 12x faster data indexing, and 19x faster time-to-first-token. Enterprise leaders must evaluate build vs buy infrastructure decisions based on actual production benchmarks.

March 22, 2026 · 7 min read