Agentic AI Is Turning the Cloud Into the New Operating System of the Firm
The most important shift in AI is not that models are getting smarter, but that cloud vendors are racing to…
Author: David McMahon
I'm David McMahon, an Irish journalist and technology writer based in Dublin. I cover the collision of artificial intelligence, policy, and culture.
Google Wants the Enterprise AI Stack, Not Just the Model
At Cloud Next ’26, Google’s message was that the next AI battleground is not only model quality but ownership of…
AI’s Next Bottleneck Is No Longer the Model — It’s the Factory Floor
ASMPT’s new quarter suggests the AI boom is migrating from glamorous chips and chatbots into the packaging, bonding, photonics, and…
AI Is No Longer a Software Story, It Is Becoming a Utility Business
OpenAI’s April 20 outage and TSMC’s latest quarter point to the same conclusion: the decisive struggle in AI is shifting…
TSMC’s Quarter Wasn’t About Earnings. It Was About Permission to Spend
TSMC’s latest results suggest the AI boom is no longer a story about software exuberance alone, but about which countries…
Jensen Huang’s China Warning Exposes the Real Risk in the AI Race: Two Tech Stacks, Not One Winner
There is a revealing shift underway in the AI policy debate. For the past several years, Washington has treated advanced-chip…
China Is Not “Catching Up” in AI Anymore. America Is Burning Its Lead.
China is no longer some distant challenger in artificial intelligence. It is now close enough to trade blows at the…
OpenAI’s $100 Billion Ad Bet
AI for humanity was always a beautiful slogan. Advertising is a brutally efficient business model. Now the mask is slipping.…
Michael Burry Says Anthropic Is Eating Palantir’s Lunch. That Sounds Crazy Until You Look at the Stack
Palantir’s defenders say the moat is deep, operational, and misunderstood. Critics say foundation models are turning elite software into a…
AI UBI or AI Sparta?
If artificial intelligence creates enormous new wealth while displacing workers, democracies may be tempted to buy social peace with cash…
Not All Memory Is Good Memory: How Bad Recall Can Corrupt AI Decision-Making
As AI systems are built to remember more, the quality of those memories matters as much as their quantity AI…