Smartprofit Finder

Independent Swiss portfolio management. Technology-led investment insights.

[Smartprofit Finder @SmartprofitFin1]

Enterprise AI is no longer a side project—it's becoming the operating system for how businesses run. The real winners won't just offer smart tools; they'll own the layer that organises it all. https://t.co/aNcXHf5YZg

[Smartprofit Finder @SmartprofitFin1]

Epic went from making games to building the infrastructure creators run on. Fortnite's creator economy has paid out $1B+. Unreal Engine powers film, architecture, and beyond. AI makes this more valuable, not less. https://t.co/2fzsOHWKcE

[Smartprofit Finder @SmartprofitFin1]

AI is leaving the screen and entering the real world—tackling heat, energy, materials & motion. Physical Superintelligence raises $58M+ to solve what digital AI can't. The physical layer is the next frontier. https://t.co/pGO0pwlaqk

[Smartprofit Finder @SmartprofitFin1]

Databricks isn't just a data company anymore—it's becoming the operating layer for enterprise AI. With $7B+ revenue, 80%+ growth, and a $190B valuation, the platform hosts multiple frontier AI models including Grok 4.6. https://t.co/DW3yDcxGJg

[Smartprofit Finder @SmartprofitFin1]

AI's hidden bottleneck? Heat. As AI scales, cooling becomes critical infrastructure—not background noise. A $4.1B deal just proved it. Thermal management is the quiet engine of the AI boom. https://t.co/msYDJCQZfg

[Smartprofit Finder @SmartprofitFin1]

DeepSeek targets $7.4B raise at $74B valuation—efficiency meets firepower. V4 Pro adds agent capabilities & smart pricing. A 2027 IPO looms. Disruption is becoming empire. https://t.co/27TAmgwbgS

[Smartprofit Finder @SmartprofitFin1]

AI runs on power, not just code. Land, chips, cooling & electricity now determine who wins the AI race. Infrastructure is the new gold. https://t.co/93MHEfqBmL

[Smartprofit Finder @SmartprofitFin1]

Humanoid robots just hit $4,900 — cheap enough for labs, startups & developers to actually buy one. That's how industries shift: from admired to experimented with. Access is how revolutions begin. https://t.co/slwkLRuake

[Smartprofit Finder @SmartprofitFin1]

AI infrastructure is the new picks & shovels. GPU farms, power, & smart debt structures are defining who wins the AI era. The quiet layer underneath is the loudest opportunity. https://t.co/TkqF808jus

[Smartprofit Finder @SmartprofitFin1]

AI just got a job. Investors bet $2.5B that working AI beats talking AI - agents that book, manage & execute, not just chat. The shift from chatbot to digital operator could reshape daily life. https://t.co/f7wDJmRQyz

[Smartprofit Finder @SmartprofitFin1]

AI is learning to speak machine. The Model Hardware Standard (MHS) gives AI agents one universal way to control physical equipment—cutting integration from weeks to hours. Early pilots show 3x speed gains. https://t.co/RUPsBnNfpA

[Smartprofit Finder @SmartprofitFin1]

AI needs machines. Machines need money. Not every bank knows how to finance them. A new financial layer is emerging to fund the physical backbone of the AI age. https://t.co/R6pUni7AM5

[Smartprofit Finder @SmartprofitFin1]

NVIDIA: $96.2B quarterly revenue, 106% YoY growth. AWS deploying 2M more GPUs. AI infrastructure is the new industrial backbone — and NVIDIA builds the engines. https://t.co/0TUnvGTaAR

[Smartprofit Finder @SmartprofitFin1]

AI is evolving from chatbot to work platform—autonomously completing tasks across email, Slack & Figma. With 1B+ users & $40B+ revenue, the agentic AI shift is reshaping enterprise tech. https://t.co/UlrCGJrwZh

[Smartprofit Finder @SmartprofitFin1]

AI needs power, not just chips & capital. Grid-flexible data centers use software to balance energy demand without slowing critical work—unlocking capacity that already exists. The rules of AI infrastructure may be changing. https://t.co/xVyyMaQgBN

[Smartprofit Finder @SmartprofitFin1]

AI's real race isn't biggest model—it's most work per watt. Power, heat & cooling are the new bottlenecks. Efficient compute unlocks scale, cuts costs & enables Physical AI. https://t.co/p5TH5GGaCp

[Smartprofit Finder @SmartprofitFin1]

AI runs on electricity, not magic. Crusoe is building the full physical stack—power, land, data centers, cloud—behind the AI boom. Oracle, Microsoft, Meta, Google. 4.9GW contracted. $10B+ valuation. https://t.co/2l2963PIZJ

[Smartprofit Finder @SmartprofitFin1]

Nvidia eye Perplexity at $30B+ valuation. From $250M to $750M+ revenue. Infrastructure meets AI search. The battle isn't about the best chip or model anymore — it's about owning the full stack. https://t.co/F7vU2xqtCM

[Smartprofit Finder @SmartprofitFin1]

Trust became software. Payments became infrastructure. AI is turning commerce into conversation. Not evolution at the margin—a rewrite of the system. https://t.co/28IKejpncU