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Featured Insight · June 2026

The $9 Trillion Signal

What Jensen Huang's GitHub data tells every business leader about AI agent ROI — an honest, function-by-function maturity map for finance and enterprise.

Read the insight →
Published
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ROI Question

The $9 Trillion Signal

Huang's GitHub data as an honest, function-by-function ROI maturity map — including the number nobody decks.

Jun 202612 min
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Delivery Gap

The three beliefs that stall bank AI

Every CIO holds at least one. All three are wrong — and each adds months between pilot and production.

Coming SepSee calendar ↓
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Sovereign Stack

Your compute has a jurisdiction

Whose model, whose silicon, whose law — the sovereignty questions that set the boundary of what a bank can build.

Coming OctSee calendar ↓
The editorial calendar

What's coming

Our publishing plan through December 2026 — organised by the four questions we keep answering in the field. One owned idea per month.

2 posts + 1 insight
per month
01The ROI QuestionWhere AI actually pays back
Live
The $9 Trillion Signal
Huang's GitHub data as an honest ROI maturity map.
Planned
The number nobody decks
Only 25% of AI initiatives hit expected ROI. Why — and what the 25% do differently.
02The Sovereign StackThe macro boundary
Next
Your compute has a jurisdiction
Whose model, whose silicon, whose law — and what it means for delivery.
Planned
The frontier you can't access
Huang's multiplier assumes frontier access. Sovereignty may decide you don't have it.
03The Delivery GapPilot to production
Planned
The three beliefs that stall bank AI
Every CIO holds at least one. All three are wrong.
Planned
88% never reach production
The deployment gap is not a capability gap. It's governance and measurement.
04Regulation & ComplianceThe Swiss-finance moat
Planned
Compliance from sprint one
Retrofitting FINMA and the EU AI Act costs 3–6 months. Build it in.
Planned
nDSG, and the cost of "later"
Swiss data-protection law as a delivery constraint, not a legal afterthought.
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© 2026 · AI Strategy & Delivery · Zug, Switzerland