Fexingo
AI Business with Fexingo: Artificial Intelligence Companies, Models, and Enterprise Adoption
Every weekday, Lucas and Luna examine how artificial intelligence is reshaping enterprise operations, from model architectures to deployment strategies. Lucas, a journalist who has covered technology for a decade, brings the latest earnings reports from Nvidia and Microsoft, funding rounds for Anthropic and Mistral, and regulatory filings from Brussels and Washington. Luna, his co-host with a background in product management, presses him on what these moves mean for a CTO evaluating a multi-cloud AI stack or a procurement officer weighing an OpenAI versus open-source solution. They dissect the...
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Episodes
How Super Micro Computer Became the AI Underdog Story of 2026 22.05.2026 10:35
While NVIDIA and AMD dominate the AI chip headlines, Super Micro Computer has quietly become one of the most intriguing stories in the space. In this episode, Lucas and Luna break down SMCI's 15 percent weekly surge, the surprising reason behind it, and what it says about the changing dynamics of AI infrastructure spending. They dive into the company's shift from server assembly to liquid-cooled d...
Why Palantir Stock Is Surging Despite AI Hype Fatigue 22.05.2026 8:26
Palantir stock is up 2.6 percent in the last five days while NVIDIA slips and Broadcom falls. Lucas and Luna unpack whether Palantir's recent AIP contract with the US Army and its expanding government pipeline justify the valuation, or if the market is pricing in future wins that may not materialize. They look at the numbers: Palantir's revenue growth rate, its government vs. commercial mix, and h...
Why ARM Holdings Stock Is Surging While NVIDIA Slips 21.05.2026 6:41
While NVIDIA's stock has cooled off 2.3% in the past five trading days, ARM Holdings has skyrocketed 37.8% as of May 21, 2026. In this episode of AI Business with Fexingo, Lucas and Luna unpack the diverging fortunes of two chip giants. They explore how ARM's architecture is becoming the default for AI inference at the edge, powering everything from smartphones to IoT devices, while NVIDIA faces g...
Jensen Huang Finds a Brand New 200 Billion Dollar Market 21.05.2026 7:35
NVIDIA CEO Jensen Huang claims to have identified a $200 billion market opportunity that the company hasn't pursued before. Lucas and Luna dig into what this new market could be — moving beyond training and inference into AI factories, sovereign AI infrastructure, and enterprise AI operations. They discuss Huang's comments from this week, what the $200 billion figure is based on, and how NVIDIA's...
Google IO 2026 and the Race for AI Dominance 19.05.2026 8:17
On the debut episode of AI Business with Fexingo, Lucas and Luna dig into the biggest announcements from Google IO 2026 and what they mean for the AI landscape. They break down Google's new AI agents, the implications for competitors like Microsoft and Amazon, and why NVIDIA's stock dip might signal a shift in the hardware race. Plus, a look at how enterprise adoption of AI is accelerating, with r...
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