The Illusion of Control: Gaming Chips as AI Warheads The news that China’s Ministry of Industry and Information Technology is actively soliciting plans from tech giants like Alibaba and ByteDance to repurpose Nvidia’s Read More
The Quiet Financialization of AI Compute The headline reads like another win for the AI boom: Neocloud Lambda, an AI cloud provider, has just secured a staggering $1 billion in private, short-dated debt to acquire Nvidia’Read More
The Illusion of Control in a Connected World The indictment of nine individuals in Taiwan, including an alleged Nvidia senior manager and two Supermicro employees, for orchestrating the illegal export of high-end AI servers to Read More
The Century-Old Grid Meets Silicon Valley Demand Utility companies across the United States face a sobering reality: a multi-year waiting list for the most basic building blocks of their grid. This isn’t for some Read More
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