AI’s bottleneck has moved from models to memory
For two years, the AI industry has been narrated as a contest over models, chips, and hyperscale capital spending. That…
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.
China’s Meta-Manus Reversal Shows AI M&A Is Now National-Security Policy
Beijing’s decision to unwind Meta’s Manus deal is not just another cross-border regulatory dispute. It is a warning that artificial-intelligence…
OpenAI on Amazon Bedrock Signals the Real Start of the Multicloud Model Market
By putting frontier OpenAI models and Codex into Amazon Bedrock one day after rewriting its Microsoft relationship, OpenAI is no…
China’s Block on Meta-Manus Shows That AI M&A Has Become a National-Security Weapon
Beijing’s decision to stop Meta’s acquisition of Manus is not merely a deal dispute. It is a signal that ownership…
DeepSeek-V4 Ends the AI Shock Trade, but Raises the Stakes of the US-China Compute Contest
DeepSeek’s latest model did not trigger the same panic that rattled global tech valuations last time, and that is precisely…
DeepSeek-V4 Shows That the AI Market Has Moved From Shock to Structure
China’s latest model matters less because it stunned investors than because it proved the industry has already absorbed the idea…
Google Cloud Next Shows the AI Market Is Moving From Models to Operating Systems
At Google Cloud Next 2026, the company did more than unveil new products. It laid out a theory of power…
Meta’s AWS Graviton Bet Signals the Next Phase of the AI Infrastructure War
Meta’s new commitment to AWS Graviton chips suggests that the AI race is broadening from a scramble for Nvidia GPUs…
NVIDIA Unveils Ising: Open AI Models Accelerate Quantum Computing
NVIDIA introduces Ising, a new family of open-source AI models designed to overcome critical barriers in quantum computing, promising faster…
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…
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…