AI Insights
CIOs tackle the AI change management challenge

Every Monday at 7 a.m., a cohort of Principal employees jump on a Teams call for a quick study group. Typically chaired by the chief digital and artificial intelligence officer (CDAIO) or someone else on the team, the 300-plus and growing learning community digs into the technology, cultural, and organizational impacts of generative AI. There are deep dives into the implications of new gen AI models, discussions of compliance and ethical risks, and knowledge sharing around emerging use cases and technical best practices.
The study group, which took root when ChatGPT was introduced in November 2022, is now a formalized effort intent on exposing all Principal employees — not just a select few — to what’s fast emerged as a business-defining technology. The study group, one piece of a broader change management and AI literacy campaign, is designed to bring Principal employees and leadership up to speed on generative AI’s ground-breaking potential while generating confidence and enthusiasm in the technology to improve long-standing work patterns.
“Through education and literacy initiatives, we’re cultivating an AI mindset that will drive adoption, innovation, and meaningful business impact across the organization,” says Kathy Kay, executive vice president and CIO at Principal Financial Group, a global financial investment and insurance company. “You’re doing a disservice if you don’t teach everyone how to leverage the technology because it’s going to be table stakes in the future.”
AI Insights
Prediction: These AI Stocks Could Outperform the “Magnificent Seven” Over the Next Decade

The “Magnificent Seven” stocks, which drove indexes higher over the past couple of years, continued that job in recent months. And for good reason. Most of these tech giants are playing key roles in the high-growth industry of artificial intelligence (AI), a market forecast to reach into the trillions of dollars by the early 2030s. Investors, wanting to benefit from this growth, have piled into these current and potential AI winners.
But the Magnificent Seven stocks aren’t the only ones that may be set to excel in AI and deliver growth to investors. As the AI story progresses, the need for infrastructure capacity and certain equipment could result in surging sales for other companies too. That’s why my prediction is the following three stocks are on track for major strength in AI and may even outperform the Magnificent Seven over the coming decade. Let’s check them out.
Image source: Getty Images.
1. Oracle
Oracle (ORCL -5.05%) started out as a database management specialist, and it still is a giant in this area, but in recent times it’s put the focus on growing its cloud infrastructure business — and this has supercharged the company’s revenue.
AI customers are rushing to Oracle for capacity to run training and inferencing workloads, and this movement helped the company report a 55% increase in infrastructure revenue in the recent quarter. And Oracle predicts this may be just the beginning. The company expects this business to deliver $18 billion in revenue this year — and grow that to $144 billion four years from now.
Investors were so excited about Oracle’s forecasts that the stock surged about 35% in one trading session, adding more than $200 billion in market value. Customers are seeing the value of Oracle’s database technology paired with AI — a combination that allows them to securely apply AI to their businesses — and this may keep the demand for Oracle’s services going strong and the stock price heading higher as the AI story enters its next chapters.
2. CoreWeave
CoreWeave (CRWV -0.65%) has designed its cloud platform specifically for AI workloads, and the company works closely with chip leader Nvidia. So far, this has resulted in CoreWeave’s being the first to make Nvidia’s latest platforms generally available to customers. This is a big plus as companies scramble to gain access to Nvidia’s innovations as soon as possible.
Nvidia also is a believer in CoreWeave’s potential as the chip giant holds shares in the company. As of the second quarter, CoreWeave makes up 91% of Nvidia’s investment portfolio. Considering Nvidia’s knowledge of the AI landscape, this investment is particularly meaningful.
Customers may also like the flexibility of CoreWeave’s services, allowing them to rent graphics processing units (GPUs) by the hour or for the long term. All of this has led to explosive revenue growth for the company. In the latest quarter, revenue tripled to more than $1.2 billion.
The growing need for AI infrastructure should translate into ongoing explosive growth for CoreWeave, and that may make it a stronger stock market performer than long-established players — such as the Magnificent Seven.
3. Broadcom
Broadcom (AVGO 0.19%) is a networking leader, with its products present in a variety of places from your smartphone to data centers. And in recent times, demand from AI customers — for items such as customized chips and networking equipment — has helped revenue soar.
In the recent quarter, Broadcom said AI revenue jumped 63% year over year to $5.2 billion, and the company forecast AI revenue of $6.2 billion in the next quarter. The company already is working on custom chips for three major customers, and demand from them is growing — on top of this, Broadcom just announced a $10 billion order from another customer, one that analysts and press reports say may be OpenAI.
Meanwhile, Broadcom’s expertise in networking is paying off as high-performance systems are needed to connect customers’ growing numbers of compute nodes. As AI customers scale up their platforms, they need to share data between more and more of these nodes — and Broadcom has what it takes to do the job.
We’re still in the early phases of this AI buildout — as mentioned, the AI market may be heading for the trillion-dollar mark — and Broadcom clearly will benefit. And that may help this top tech stock to outperform the Magnificent Seven over the next decade.
Adria Cimino has positions in Oracle. The Motley Fool has positions in and recommends Nvidia and Oracle. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy.
AI Insights
Zheng Yongnian on why China must look beyond the West to build a better AI

For many years, you have called for the rebuilding of China’s own knowledge system. Recently, you have also voiced concerns about “intellectual colonialism” in the artificial intelligence era. Can you elaborate?
The concerns mainly refer to challenges in China’s social sciences which originated from the West.
Religions, ideology, values – as Samuel Huntington explained in his book The Clash of Civilisations – are important for any nation. And the meaning of society and technology is determined by the humanities and social sciences.
Chinese researchers learned and adopted theories of Western social sciences, but these are based on Western methods that summarise Western practices and experiences, and are then used to explain Western society.
Those theories have failed to explain Confucian civilisation, the Islamic world and Indian society. We should fully embrace our secular civilisation, and thereby play a proper role in the international order.
AI Insights
Yuma’s State of Bittensor: 128 Subnets, 99.1% Coverage

Decentralized AI is entering an accelerated adoption phase – Yuma’s state of Bittensor: 128 subnets, 99.1% coverage, and rising institutional access via BitGo, Copper, Crypto.com. In particular, the infrastructure metrics show a 21.5% increase in staked alpha and an 8.7% share of circulating TAO securing subnets as of June 30, 2025.
Institutional Framework, Validator Operations, and Ecosystem Dynamics
Yuma highlights an acceleration of institutional access: BitGo, Crypto.com, Copper, InfStones, Yield.xyz, and Uphold are connected to Bittensor via the Yuma validator. The validator operates 24/7 and covers as much as 99.1% of active subnets, and provides missed rewards for partners and delegators. Also, most recently, 6 institutional and staking custody providers entered the Yuma ecosystem.
If we speak about more specific numbers, then in Q2 2025, the number of subnets increased by 50%, the number of miners by 16.3%, and non-zero wallets by 27.8%. And the subnets cover a very wide range of areas, in particular Computer Vision, Edge Device, Federated Learning, Adversarial AI, and Physical AI.
This is the implementation of the concept they present, “Bittensor is like the Olympics for AI”, where subnets are presented as competitions, miners as athletes, validators as judges, and emissions as medals.
There are also educational initiatives – in June, Yuma, together with the University of Connecticut, launched the BittBridge university program, which opens a path for students to participate in decentralized AI. The report includes a quote.
Barry Silbert, Founder & CEO, Yuma:
“The transformative power of AI shouldn’t be limited to a few tech giants or well-funded companies with massive compute access”.
Conclusion
The adoption of Bittensor is already underway, combining institutional entry via the Yuma validator with the expansion of ecosystem metrics and applied subnets. This is another powerful step toward integrating today’s key technologies, Blockchain and AI. Stay tuned, let’s watch the latest updates in the alliance of AI, crypto, and blockchain.
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