The Silicon’s Shadow: AI’s Unseen Power Hunger It’s a story I’ve seen play out countless times over my fifteen years covering this industry: a company hits an unprecedented boom, raking in profits, only to suddenly face a fundamental, physical constraint. This time, it’s TSMC, the undisputed king of advanced chip manufacturing, riding the crest of
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02The Quiet Sunset of a Workhorse It’s a strange thing, isn’t it? To watch a titan of industry, a genuine game-changer, begin to quietly step back from its undisputed champion. For years, the Falcon 9 rocket has been just that for SpaceX — a reliable, cost-effective workhorse that single-handedly redefined access to space. We’ve watched
03Another day, another tech giant chasing the elusive dragon of ‘unlimited’ compute. This time, it’s Anthropic, making waves at its Code with Claude conference by announcing a splashy deal with SpaceX. The headline? Anthropic is tapping into the entire compute capacity of SpaceX’s data center in Memphis, Tennessee. For those of us who’ve been around
04DeepL just announced it’s laying off 250 people. Ouch. Another one bites the dust, you might think. But what I find truly fascinating here isn’t just the headcount reduction – it’s the *reason* behind these DeepL layoffs. We’re told this is a “deliberate structural choice” to become a “global AI leader.” Let’s be honest about
05The Inevitable Descent: A City on Borrowed Time Let’s be brutally honest about this: some cities were just never meant to be. Not in the way we built them, anyway. For decades, we’ve known the whispers, the unsettling geological truths about places like Venice, Jakarta, and yes, Mexico City sinking. But knowing isn’t seeing, and
06The Unseen Cracks in the AI Economy’s Foundation I’ve been covering tech long enough to know when the air starts to get a little thin at the top of a hype cycle. And let me tell you, at this year’s Milken Global Conference, discussing the future of the AI economy challenges, the oxygen masks felt
