3 Shifts Edition (Mar 13 2026): Deal-making and inference chips, AI players tying up with consulting, Nasdaq and NYSE want to tokenize stocks

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, in the AI chip race, inference is where the real volume game sits – and unfortunately Nvidia’s general-purpose GPUs aren’t ideal for inference. Deal-making around inference chips is happening now at a rapid-fire pace, as players aim to make inference faster and cheaper. Next, OpenAI and Anthropic are tying up with…