Everything I write about artificial intelligence lands here. Less of the demo-day theater, more of what sits underneath it: the compute, the real economics, and the distance between what gets announced and what actually ships.
Qualcomm and Xiaomi renewed a 15-year partnership the same week Xiaomi shipped its own XRing O1 chip. The modem gap explains why both tracks…
xAI launched Grok 4 on July 9, improving upon Grok 3 with a focus on reasoning, math, and coding. The impressive Grok 4 cluster,…
Xiaomi's YU7 SUV generated 200,000 orders in three minutes and targets Tesla's Model Y with lower prices and superior specs. The company aims for…
Andrew Ng's case against bigger models: systematically improving data quality and orchestrating smaller agents often outperforms scaling compute for real-world enterprise use cases. Why…
One of the most consequential storylines in AI right now is no longer about a single company or model, but about geography. The race…
France's AI narrative predates ChatGPT, rooted in foundational research and state-supported initiatives since 2006. Recent advancements, exemplified by Mistral, establish France as a key…
Google ships Gemini 1.5 Pro with reasoning mode six months after OpenAI's o1, while AMD's MI300X accelerator signals the AI market's shift from training…
The shift in AI is evolving from simple question-answering models to autonomous AI agents capable of executing complex tasks. These agents plan and perform…
SK Hynix achieved record profits in 2024, with a net income of $1.3 billion in Q4 and $4.5 billion for the year, largely due…
Databricks has raised approximately 15.3 billion dollars, with a valuation surge from 33 billion to 62 billion dollars, capitalizing on the AI boom. This…
Trump, Altman, Son, and Ellison unveiled Stargate: up to $500 billion over four years to build AI data centers in the US. The moment…
Google shipped Gemini 2.0, AMD shipped the MI300X with 180GB HBM3, Apple shipped the M4 Neural Engine. Three bets on where the AI stack…
Google just released Gemini 2.0, and the question nobody is asking is the right one. The model is 20% better at reasoning benchmarks than…
McDonald's runs one of the most used consumer AI platforms on the planet from its Chicago HQ, and the city should claim it as…
Chicago's AI ecosystem: world-class research from UChicago, TTIC, Argonne, and Fermilab; enterprise-focused applied AI in healthtech and logistics; talent costs well below coastal hubs.…