The Good Investors·2025-12-12 08:26Core Insights - The article discusses the latest insights from technology companies regarding AI developments and their implications for the industry and business landscape. Adobe - Adobe's management is focusing on the development of its Firefly models and expanding partnerships with other Generative AI models, with the new Firefly Image 5 model showing strong performance [2][3] - The consumption of Generative Credits, which measure usage and monetization of Adobe's models, increased 3x sequentially in Q3 2025, indicating high-value usage [3][12] - Firefly is attracting new creators, with a 2x sequential growth in first-time subscriptions in Q3 2025, and over 100 new deals for Firefly Services were signed by enterprises [5][12] - Adobe's management sees LLMs as a significant opportunity for customer acquisition, allowing for better integration of their models with APIs [6] - The introduction of Adobe Brand Concierge and Firefly Foundry aims to enhance customer engagement and content production efficiency [18][21] MongoDB - MongoDB's management believes that the AI wave has not yet significantly impacted its results, but there are encouraging signs from AI startups building applications on its platform [24][25] - The company sees a structural advantage in its document database model for AI applications, which require a different architecture than traditional databases [26][27] - MongoDB Atlas is supporting significant growth for companies like Mercor, which has seen a 50% month-over-month growth using MongoDB [28][29] - A global media company switched from Elastic Search to MongoDB Atlas, achieving a 90% reduction in latency and a 35% increase in click-through rates [30] NVIDIA - NVIDIA's management reports unprecedented demand for its Blackwell platform, with visibility to $0.5 trillion in revenue from 2025 to 2026 [36][40] - The company anticipates a $3 trillion to $4 trillion annual AI infrastructure build by 2030, driven by increasing compute spend from foundation model builders [37][41] - NVIDIA's GPUs, including older generations, are fully utilized, providing a significant total cost of ownership advantage [39] - The company has seen strong growth in its data center revenue, driven by the GB300 chip, which contributed to a record $51.2 billion in Q3 2025 [40] - NVIDIA's networking revenue has also seen substantial growth, with a 162% year-over-year increase, as major AI deployments now include its networking solutions [47][48]