In today’s episode, we break down three major power plays reshaping AI right now — and what they reveal about the fight for technological leverage.

We cover:
• OpenAI’s new licensing strategy and why it’s less about access…and more about distribution power.
• Apple’s push into on-device AI, and how this shifts control away from the cloud giants.
• NVIDIA’s expanding dominance, and why no competitor can catch them without a structural shift — not just faster chips.

No hype. No noise. Just the signals that matter.

Referenced source links:
OpenAI licensing / model ecosystem
https://www.reuters.com/technology/openai-announces-new-model-licensing-2026-01-15

Apple on-device AI architecture
https://www.theverge.com/2026/01/08/apple-ai-on-device-intelligence

NVIDIA data center & GPU market dominance
https://www.cnbc.com/2026/01/12/nvidia-gpu-market-share-analysis.html

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Host: Rowan Hale

Rowan Hale explores the structural forces reshaping technology, business, and global markets. Known for a crisp, analytical delivery, Rowan breaks down complex trends into practical insights that help listeners anticipate where leverage, power, and opportunity are moving next. As host of The Ai Desk, Rowan brings clarity to the signals that matter most.