ARTIFICIAL INTELLIGENCE
An AI-native strategy firmGlobal Advisors: a consulting leader in defining quantified strategy, decreasing uncertainty, improving decisions, achieving measureable results.
A Different Kind of Partner in an AI World
AI-native strategy
consulting
Experienced hires
We are hiring experienced top-tier strategy consultants
Quantified Strategy
Decreased uncertainty, improved decisions
Global Advisors is a leader in defining quantified strategies, decreasing uncertainty, improving decisions and achieving measureable results.
We specialise in providing highly-analytical data-driven recommendations in the face of significant uncertainty.
We utilise advanced predictive analytics to build robust strategies and enable our clients to make calculated decisions.
We support implementation of adaptive capability and capacity.
Our latest
Thoughts
Global Advisors’ Thoughts: Leading a deliberate life
By Marc Wilson
Marc is a partner at Global Advisors and based in Johannesburg, South Africa
Download this article at https://globaladvisors.biz/blog/2018/06/26/leading-a-deliberate-life/.
Picket fences. Family of four. Management position.
Mid-life crisis. Meaning. Purpose.
Someone once said that, “At 18, I had all the answers. At 35, I realised I didn’t know the question.”
Serendipity has a lot going for it. Many people might sail through life taking what comes and enjoying the moment. Others might be open to chance and have nothing go right for them.
Some people might strive to achieve, realise rare successes and be bitterly unhappy. Others might be driven and enjoy incredible success and fulfilment.
Perhaps the majority of us become beholden to the momentum of our lives.
We might study, start a career, marry, buy a dream house, have children, send them to a top school. Those steps make up components of many of our dreams. They are steps that may define each subsequent choice. As I discussed this with a friend recently, he remarked that few of these steps had been subject of deliberations in his life – increasingly these steps were the outcome of momentum. Each will shape every step he takes for the rest of his life. He would not have things any other way, but if he knew what he knows now, he might have been more deliberate about choice and consequence…..
Read more at https://globaladvisors.biz/blog/2018/06/26/leading-a-deliberate-life/
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Strategy Tools
PODCAST: Strategy Tools: Growth, Profit or Returns?
Our Spotify podcast explores the relationship between Return on Net Assets (RONA) and growth, arguing that both are essential for shareholder value creation. The hosts contend that focusing solely on one metric can be detrimental, and propose a framework for evaluating business portfolios based on their RONA and growth profiles. This approach involves plotting business units on a “market-cap curve” to identify value-accretive and value-destructive segments.
The podcast also addresses the impact of economic downturns on portfolio management, suggesting strategies for both offensive and defensive approaches. The core argument is that companies should aim to achieve a balance between RONA and growth, acknowledging that both are essential for long-term shareholder value creation.
Read more from the original article – https://globaladvisors.biz/2020/08/04/strategy-tools-growth-profit-or-returns/

Fast Facts
Fast Fact: The rate of technology adoption exploded in the 1990s
The 1990s were an inflection point in the adoption of new technologies. While radio showed fast adoption in the 1920s, new technologies introduced post 2010 had reached penetrations of more than 30% of the United States population within 3 years from launch. PCs...
Selected News
Term: AI Data Centre
“An AI Data Center is a highly specialized, power-dense physical facility designed specifically to train, deploy, and run artificial intelligence (AI) models, machine learning (ML) algorithms, and generative AI applications.” – AI Data Centre
This specialised facility diverges significantly from traditional data centres, which handle mixed enterprise workloads, by prioritising accelerated compute, ultra-high-bandwidth networking, and advanced power and cooling systems to manage dense GPU clusters and continuous data pipelines for AI tasks like model training, fine-tuning, and inference.1,2,4
Central to its operation are high-performance computing resources such as Graphics Processing Units (GPUs) and Tensor Processing Units (TPUs). GPUs excel in parallel processing, enabling rapid handling of billions of data points essential for AI model training, while TPUs offer tailored efficiency for AI-specific tasks, reducing energy consumption.2,3,5
High-speed networking is critical, employing technologies like InfiniBand, 400 Gbps Ethernet, and optical interconnects to facilitate seamless data movement across thousands of servers, preventing bottlenecks in distributed AI workloads.2,4
Robust storage systems-including distributed file systems and object storage-ensure swift access to vast datasets, model weights, and real-time inference data, with scalability to accommodate ever-growing AI requirements.1,2,3
Addressing the immense power density, advanced cooling systems are vital, often accounting for 35-40% of energy use, incorporating liquid cooling and thermal zoning to maintain efficiency and low Power Usage Effectiveness (PUE) for sustainability.2,4
Additional features include data centre automation, network security, and energy-efficient designs, yielding benefits like enhanced performance, scalability, cost optimisation, and support for innovation in fields such as big data analytics, natural language processing, and computer vision.3,5
Key Theorist: Jensen Huang and the GPU Revolution
The foremost strategist linked to the evolution of AI data centres is Jensen Huang, co-founder, president, and CEO of NVIDIA Corporation. Huang’s vision has positioned NVIDIA’s GPUs as the cornerstone of modern AI infrastructure, directly shaping the architecture of these power-dense facilities.2
Born in 1963 in Taiwan, Huang immigrated to the United States as a child. He earned a bachelor’s degree in electrical engineering from Oregon State University and a master’s from Stanford University. In 1993, at age 30, he co-founded NVIDIA with Chris Malachowsky and Curtis Priem, initially targeting 3D graphics for gaming and PCs. Huang recognised the parallel processing power of GPUs, pivoting NVIDIA towards general-purpose computing on GPUs (CUDA platform, launched 2006), which unlocked their potential for scientific simulations, cryptography, and eventually AI.2
Huang’s prescient relationship to AI data centres stems from his early advocacy for GPU-accelerated computing in machine learning. By 2012, Alex Krizhevsky’s use of NVIDIA GPUs to win the ImageNet competition catalysed the deep learning boom, proving GPUs’ superiority over CPUs for neural networks. Under Huang’s leadership, NVIDIA developed AI-specific hardware like A100 and H100 GPUs, Blackwell architecture, and full-stack solutions including InfiniBand networking via Mellanox (acquired 2020). These innovations address AI data centre challenges: massive parallelism for training trillion-parameter models, high-bandwidth interconnects for multi-node scaling, and power-efficient designs for dense racks consuming up to 100kW each.2,4
Huang’s biography reflects relentless innovation; he famously wore a black leather jacket onstage, symbolising his contrarian style. NVIDIA’s market cap surged from $3 billion in 2015 to over $3 trillion by 2024, propelled by AI demand. His strategic foresight-declaring in 2017 that “the era of AI has begun”-anticipated the hyperscale AI data centre boom, making NVIDIA indispensable to leaders like Microsoft, Google, and Meta. Huang’s influence extends to sustainability, pushing for efficient cooling and low-PUE designs amid AI’s energy demands.4
Today, virtually every major AI data centre relies on NVIDIA technology, underscoring Huang’s role as the architect of the AI infrastructure revolution.
References
1. https://www.aflhyperscale.com/articles/ai-data-center-infrastructure-essentials/
2. https://www.rcrwireless.com/20250407/fundamentals/ai-optimized-data-center
3. https://www.racksolutions.com/news/blog/what-is-an-ai-data-center/
4. https://www.f5.com/glossary/ai-data-center
5. https://www.lenovo.com/us/en/glossary/what-is-ai-data-center/
6. https://www.ibm.com/think/topics/ai-data-center
7. https://www.generativevalue.com/p/a-primer-on-ai-data-centers
8. https://www.sunbirddcim.com/glossary/data-center-components

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An accelerator for Global Advisors and our clients
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