The AI Power Shift: Control, Capital, and Who Gets Cut Off
SpaceX went public without loosening Musk's grip. The US government picked quantum winners with political ties. AI agents started trading crypto alone. And the…
Semiconductor coverage, chipsets, AI platforms — Qualcomm, Snapdragon, MediaTek, NVIDIA, Intel and AI innovation.
SpaceX went public without loosening Musk's grip. The US government picked quantum winners with political ties. AI agents started trading crypto alone. And the…
MIT's 2024 reasoning model and AMD's Ryzen AI chips proved on-device AI code generation could work. Two years later, the shift is complete, and…
Satya Nadella's recent LinkedIn piece outlines a framework for companies to build both human and token capital in AI. He emphasizes the need for…
The complete Nothing Company story: from Carl Pei leaving OnePlus in 2020 to 7 million devices sold, 13,000 community investors, and a $1.3 billion…
Nvidia's RTX Spark brings 20 ARM cores and 6,144 CUDA cores to Windows laptops this fall. The full architecture breakdown, Geekbench comparisons against Apple…
NVIDIA's B300 yields are stabilizing. That is not the story. The story is CoWoS: TSMC's packaging bottleneck that sits between Nvidia and the demand…
Qualcomm expands compute architecture to desktops with the X2 Elite, splits mobile silicon into standard and Pro tiers, and pushes toward a $6B automotive…
Two decades of XR in one place: from Kinect to Android XR, covering every headset, chip, and platform war, plus the scorecard on what…
Two decades of CES in one place: a year-by-year diary from 2007 to 2026, plus the retrospective on what panned out, what flopped, and…
Everyone noticed Qualcomm's $300 laptops at Computex 2026. The Dragonwing IQ10 robot brain, up to 700 TOPS and built for humanoids, is the bigger…
Snapdragon's #MayInMotion wallpaper drop featured my parasailing shot alongside three other community captures. A quick story about what makes the image work and where…
Amazon's multi-billion-dollar Corning deal is the AI boom's least glamorous signal: optical fiber is the data center's nervous system, and a 175-year-old glassmaker is…
Nvidia signed deals with SK Hynix, Naver, and Doosan to build AI data centers across South Korea. A sovereign-AI roadshow, a physical-AI bet, and…
Introducing M1k.tech as a personal blog focusing on honest, hands-on tech reviews, insights from their investment career, and unique perspectives as a French expat…
The AI chip war isn't won by the loudest GPU launches. It's won by the infrastructure nobody talks about: the CPUs running the orchestration…