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.
How Qualcomm's Foundries.io, Edge Impulse, Arduino and Augentix buys add up to a full-stack edge AI platform, and where the strategy could break.
CES 2026 is the physical AI year: AMD's Lisa Su keynote, the Snapdragon X2 Plus, Qualcomm's Dragonwing IQ10 robotics push, and Afeela in production.
Data center deals hit a record $61 billion in 2025, fueled by nearly $182 billion in debt issuance. A genuine supercycle, or a debt-heavy…
NVIDIA stands as a pivotal force in the data and AI landscape, dominating the semiconductor industry with its GPUs essential for training AI models.…
In November 2025, OpenAI enhanced ChatGPT with advanced voice mode, real-time video, and screen sharing, enabling interactive collaboration and live feedback on various tasks.…
Anthropic committed $50B to custom data centers in Texas and New York, and Microsoft wired an Atlanta site into a Wisconsin 'superfactory' the same…
TSMC's 2nm node brings gate-all-around nanosheets at last, three years after Samsung, into the first real leading-edge fight with Intel's 18A in a decade.
The rivalry that defines the modern data industry, Databricks versus Snowflake, has reached a fascinating and revealing state. The two companies started from opposite…
A silicon-level read on the Snapdragon 8 Elite Gen 5: the all-Oryon 2+6 CPU, the Adreno GPU, the Hexagon NPU, and the TOPS number…
Stargate's Abilene flagship is live with Nvidia GB200 racks, and five new sites push the project toward 7 gigawatts and $400 billion. The moment…
Yesterday China’s market regulator and Xiaomi announced an over-the-air recall of 116,887 SU7 Standard sedans, every one built before August 30, to fix a…
NVIDIA's $500 million investment in Databricks, although relatively small, marks a significant milestone in the AI industry. It strengthens their strategic partnership, optimizing Databricks…
Jensen Huang navigated U.S.-China trade dynamics as Nvidia's export licenses for the H20 chip were contingent on a rare earth deal. Unlike Nvidia’s precarious…
In spring 2025, Washington banned and then unbanned Nvidia's H20 chip, causing confusion in AI markets. Despite efforts, trade with China lagged. Amid a…
Quantum gravity research suggests time only exists where spacetime is curved enough to support it. As the universe expands and space flattens, time may…
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