The rulebooks that now shape this industry as much as the engineering does. The AI Act, antitrust, export controls, data law. I track how they actually land on companies rather than the press-release version, because compliance is where a surprising amount of strategy gets decided.
Nvidia and AMD regained export licenses for China, reviving significant revenue potential after prior restrictions. Concurrently, a Senate vote ended a federal AI moratorium,…
Outcome Health, once a celebrated Chicago healthtech startup, was later exposed for fraud, inflating revenue by $1 billion through false advertising sales. Convicted founders…
AT&T's recent $14 billion deal with Ericsson marks a significant commitment to Open RAN, aiming to shift 70% of wireless traffic to open platforms…
Microsoft has completed its $69 billion acquisition of Activision Blizzard, transforming the company into the largest games publisher in the West. This shift focuses…
The Activision Blizzard acquisition closed October 13, 2023 after a two-year regulatory war, cloud rights going to Ubisoft, and Bobby Kotick's exit. What changed.
The EU AI Act, negotiated and adopted between 2023 and 2024, establishes a risk-based regulatory framework that affects how AI is developed and deployed…
The saga of France's 5G rollout was characterized by prolonged debates over spectrum auctions and frustation, while neighboring countries advanced. Delays stemmed from political…
The O-RAN Alliance, founded in 2018 by AT&T and China Mobile, has shifted discussions from cost and vendor independence to sovereignty concerns. As governments…
SMIC N+1 is a 7nm-class node built without EUV, after the 2020 Entity List cut SMIC off from the one machine the industry uses…
AT&T and China Mobile just co-founded the same alliance. The xRAN Forum and the C-RAN Alliance are merging into the O-RAN Alliance, and the…