Category: News

For most of the last two years, the AI investment story has been told in the language of models, chips,…

The easiest way to misunderstand the latest wobble in chip stocks is to read it as the start of an…

The market still talks about artificial intelligence as though the most important assets are the models, the apps, and the…

For most of the modern market cycle, geopolitical stress and higher oil would be enough to put technology leadership on…

For most of the generative-AI boom, investors behaved as though the decisive variable was model quality. Better models would attract…

The center of gravity in artificial intelligence still appears, at first glance, to be American. The largest hyperscalers are American.…

For most of the past three years, investors could still tell themselves that the artificial-intelligence trade was a technology story…

The first phase of the enterprise AI buildout was dominated by a simple assumption: whoever could rent the most accelerators,…

The AI market has spent two years behaving as if the decisive battle would be fought at the model layer.…

The most important constraint on enterprise AI has never been model quality alone. It has been application access. Companies may…

The first phase of enterprise AI was defined by helpfulness. Vendors promised copilots that could summarize meetings, draft emails, answer…