AI Is Starting to Consume the Balance Sheet
For most of the generative AI boom, the industry told itself a relatively simple story. The winners would be the…
AI Infrastructure Is Becoming Its Own Industrial System
For much of the last two years, the market has talked about artificial intelligence as though it were mainly a…
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…
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 Agentic Economy Runs on Trust
Walk into any bank and ask to open an account or transfer a large sum of money, and the first…
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…