Evidence-driven account battle plans for the August planning meeting. Each report is self-contained — open it offline, switch between plain-language and full-detail reading, work the questionnaire, print to PDF.
The money is around NVIDIA, not inside it: Rubin launch wave, sovereign AI circuit, GTC satellite long tail, developer nation.
The challenger that must out-story the leader: Advancing AI (Jul 22–23) sprint, ROCm developer conversion, deployment roadshows.
ARM · AWS Cloud · Google · OpenAI — rollout guides in docs/methodology.md. Steady-state effort ≈ 1 working day per account.