Strategic Signals is an AI-generated audio companion to Victor Holmin's Industry Movements & Strategic Signals briefings. It explores what is changing across technology, cybersecurity, digital infrastructure, and investment. Each episode considers what those shifts mean for strategy and leadership.
Episodes
From AI Demand to Dependable Delivery | 9 November 2026
This audio edition explores the developments covered in the 9 November 2026 edition of Industry Movements & Strategic Signals, a briefing by Victor Holmin.The discussion examines what it takes to turn growing AI demand into dependable services. AMD and Arista’s results strengthen the evidence of compute and networking demand, while TeraWulf’s Google-backed agreements illustrate the distinction
More Choice, More Dependencies: AI Infrastructure and Control | 2 November 2026
This audio edition explores the developments covered in the 2 November 2026 edition of Industry Movements & Strategic Signals, a briefing by Victor Holmin.The discussion examines how expanding cloud and AI infrastructure choices create new dependencies. Oracle’s planned Google TPU offering and networking roadmap, Samsung’s memory outlook, and Alibaba Cloud’s new Netherlands region raise questi
Digital Trust and the Dependencies Behind AI Growth | 26 October 2026
This audio edition explores the developments covered in the 26 October 2026 edition of Industry Movements & Strategic Signals, a briefing by Victor Holmin.The discussion examines the dependencies behind AI adoption and digital infrastructure. A compromised LiteLLM release, urgent Fortinet and PHP updates, and certificate-security failures bring software authority, patch execution and digital t
Agent Controls and AI Delivery Constraints | 19 October 2026
This pilot audio edition explores the developments covered in the 19 October 2026 edition of Industry Movements & Strategic Signals, a briefing by Victor Holmin.The discussion focuses on agent controls and AI delivery constraints, examining what these developments could mean for technology strategy, investment and execution. It considers the connections between technological progress and the p
