France Is Building AI as Heavy Industry
For much of the last two years, European discussion about artificial intelligence has been dominated by regulation, industrial anxiety, and…
Category: News
AI Becomes a Factory Discipline
The AI boom is usually described as a race for scarce accelerators. That framing captured an important truth in the…
The AI Factory Stops Being a GPU Story
For much of the past two years, the AI boom has been narrated as a contest over accelerator access. The…
Japan’s Model Integrator Moment
For most of the generative-AI boom, the market has been narrated as a contest between labs. The industry has asked…
The New Bottleneck Is Control
For most of the last two years, the AI infrastructure story has been told as a GPU shortage story. That…
The New Chip Doctrine: Huawei’s Bid to Redefine the AI Race
For the past year, the public story of artificial intelligence has been dominated by visible products. The market has been…
From Chatbots to Foundries: Why the AI Race Is Becoming a Semiconductor-Control Race
For the past two years, the public story of artificial intelligence has been told as a contest between interfaces. Which…
When AI Starts Designing Chips: The Feedback Loop Reshaping the Semiconductor Stack
One of the most important AI stories of the week is not about a new assistant, a larger model, or…
Capex Is the New Moat
For a while, the dominant story about artificial intelligence was intellectual. Which lab had the best model, which cloud platform…
The Illusion of Agency: Why the $1B Manus-Meta Unwinding Is a Philosophical Wake-Up Call for Founders
The entrepreneurial dream is often sold as a meritocracy of effort: build something revolutionary, outwork the competition, and the market…
The Compute Trade Has Moved From Cloud Margins to Capital Structure
The AI boom has been discussed as a contest over models, then as a contest over chips, and then as…