Digital sovereignty, meaning the push (mostly European) to stop running the whole stack, from cloud to chips to models, on someone else’s terms. Half of it is real strategy and half is political theater, and sorting out which is which is most of what I do here.
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 US government ordered Anthropic to disable Fable 5 and Mythos 5 for all users globally, citing national security. The implications for AI sovereignty,…
SMIC EUV does not exist and under current rules never will, and that single absence is the wall that decides whether China's foundry can…
Intel 14A uses High-NA EUV and may not be built at all unless outside foundry customers commit, the node where Intel Foundry either becomes…
Intel 18A brings RibbonFET and PowerVia backside power to Panther Lake, a genuine leadership feature, just as the CEO who bet everything on it…
Qualcomm reported $959 million in automotive revenue for Q1 2025, marking significant growth. Its Snapdragon X line also gained share in premium laptops. With…
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…
Meta released Llama 3.2 with vision and audio models, and everyone is missing the real story. This is not just a feature upgrade. This…
Jolla Russia is a closed chapter. The two-year separation from Open Mobile Platform finally completed in June 2024, costing Jolla its largest revenue source…
Intel 3 marks a pivotal point in Intel's strategy, serving as its first foundry node designed for external customers. As the company aims to…
Google's Gemini 1.5 Pro delivers real multimodal reasoning gains. It is also a cloud play in an era when on-device inference is becoming structurally…
SMIC 5nm means leading-edge logic on DUV at punishing cost, driven by China's need to build Huawei's Ascend AI chips after the US banned…
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…
SMIC 7nm shipped in the Huawei Mate 60 Pro's Kirin 9000S, a DUV-built chip that proved export controls could not cap China at 14nm.…
In the past year, Europe has taken significant steps towards Open RAN, highlighted by a joint declaration from major operators like Telefónica and Vodafone.…