The Invisible Layer of AI Dominance The current obsession with Nvidia’s GPU dominance, and its eventual erosion by hyperscaler-designed silicon, misses the point entirely. While the market speculates on whether Amazon or Google can Read More
The Invisible Hand on AI’s Infrastructure The latest innovation to emerge from the relentless AI buildout isn’t a new model or a faster chip; it’s a futures contract. Wall Street is preparing Read More
Home Computing: A Trojan Horse for AI’s Power Problem A liquid-cooled Nvidia GPU rack humming quietly in a suburban garage, powered by subsidized electricity and promises of faster internet, sounds less like a technological Read More
The Pitch That Raises Eyebrows (and Power Bills?) I’ve been covering tech long enough to know a truly audacious idea when I see one. And SPAN’s latest gambit? It’s audacious. The San Read More