The Welcome Mat, With Conditions Attached Even as SK Hynix shares soared on its Nasdaq debut, logging the biggest foreign IPO in U.S. history, the subtle pressure exerted by Washington exposes a profound tension. Read More
Beyond Nvidia: The Illusion of Decentralization The rush by Silicon Valley’s titans to engineer their own AI chips, epitomized by OpenAI’s new Jalapeño inference chip developed with Broadcom, is widely presented as Read More
The idea that nation-states can simply decree the relocation of complex, globally distributed manufacturing has always been a political fantasy. Jensen Huang, Nvidia’s CEO, just delivered a $150 billion annual reality check to that notion. Read More