3 Shifts Edition (Mar 13 2026): Deal-making and inference chips, AI players tying up with consulting, Nasdaq and NYSE want to tokenize stocks

About this episode

This episode discusses the rapid developments in inference chips, partnerships between AI companies and consulting firms, and the push for stock tokenization by major exchanges.

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, in the AI chip race, inference is where the real volume game sits – and unfortunately Nvidia’s general-purpose GPUs aren’t ideal for inference. Deal-making around inference chips is happening now at a rapid-fire pace, as players aim to make inference faster and cheaper. Next, OpenAI and Anthropic are tying up with consulting giants – which may mean consulting is not dead after all. These partner programs...

Topics covered

• AI chips
• deal-making
• consulting
• tokenization
• inference
• stock market

Keywords

• inference chips
• Nvidia
• OpenAI
• Anthropic
• Nasdaq
• NYSE
• deal-making
• AI consulting
• tokenize stocks

Mentioned in this episode

Organizations: Nvidia, OpenAI, Anthropic, Nasdaq, NYSE

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