46 articles
Insight NVIDIA is expanding beyond GPU sales, investing in cloud infrastructure, optical interconnects, and AI startups. A look at how its capital strategy is reshaping the AI infrastructure landscape.
Insight CXL (Compute Express Link) enables memory sharing across servers. Combined with optical interconnects, it may reshape how AI data centers are designed. An analysis based on public sources.
Insight Tencent is building an AI agent inside WeChat, connecting it to payments, shopping, and ride-hailing. This is hard for OpenAI to replicate in the US.
Insight The Abilene expansion pullback, SoftBank's massive bridge loan, and investor caution around OpenAI's IPO. An analysis of how the grand Stargate AI infrastructure vision is now facing the realities of execution and financing.
Insight The focus of AI competition is moving from model performance to data center infrastructure constraints — power grids, cooling, land, and permitting. An analysis based on public sources.
Insight Examining OpenAI's pivot from in-chat checkout to advertising, Amazon's position as both investor and competitor, and Alibaba's vertical integration advantage in AI commerce.
Insight Analyzing how Amazon's chatbot ad infrastructure play, Pinterest's revenue pressure, and Elliott's activist investment may connect along a single strategic axis.
Insight Analyzing the strategic positioning of Microsoft (Azure) and Amazon (AWS) around OpenAI's API ecosystem, and the emerging contest for AI agent infrastructure dominance.
Insight Examining AI ethics through Anthropic's refusal to ease Pentagon safety restrictions, Google's evolution from 'Don't Be Evil,' and parallels with Japanese business philosophy.