The TopCat AI Signal Report
Memory manufacturing is going geopolitical, ads are embedding themselves inside conversations, Apple is quietly building hardware with Nvidia’s help.
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That TopCat AI Signal Report 105
The executive action list for today is straightforward:
• Audit your AI supply chain the same way you’d audit a financial dependency — know where your compute, memory, and power actually come from.
• Treat any new ad surface inside an AI assistant as a potential channel, not a novelty —…