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NVDA
$1,847
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MSFT
$512
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GOOGL
$199
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META
$728
+2.7%
AMD
$184
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TSM
$212
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PLTR
$98
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AI IDX
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Smart Briefs — Today
24 NEW
01
OpenAI's new pricing model cuts enterprise costs by 40% — and signals a margin war
The move follows similar cuts from Anthropic and Google. Inference commoditization is accelerating faster than most analysts projected six months ago.
URGENT
02
Apple's on-device model strategy is paying off — and the market hasn't priced it yet
Privacy-first AI is emerging as a distinct product category. Enterprise procurement teams are splitting budgets between cloud and on-device.
WATCH
03
India passes National AI Framework — 1.4B market now has regulatory clarity
The framework is notably lighter than the EU AI Act. Early read: favorable for US and local AI companies expanding into the subcontinent.
POLICY
04
Three AI unicorns quietly laid off 30%+ of staff this week — what it signals
The pattern mirrors the 2023 SaaS correction: growth-at-all-cost models hitting unit economics reality. Investors rotating toward infra.
ANALYSIS