46 articles
Insight Examining how CoreWeave and others are turning NVIDIA GPUs into gold-like financial collateral, and why this chip-backed lending boom may echo past financial bubbles.
Insight Analyzing how OpenAI's soaring inference costs are reshaping AI infrastructure, and why specialized chip startups like Cerebras, Groq, and Etched may challenge NVIDIA's dominance.
Insight An analysis of how Meta leverages PyTorch, strategic NVIDIA/AMD tiering, and innovative financial instruments to dominate AI infrastructure.
Insight As autonomous AI agents reshape the software industry, this article examines the three structural requirements SaaS companies must meet to survive.
Insight Analyzing the stock sell-off triggered by Anthropic's new security tool, and why the market's panic conflates the logic layer of AI with the physical layer of infrastructure.
Insight As many AI services claim 'continual learning' capabilities, here's how to distinguish genuine self-learning from glorified note-taking.
Insight IDX Advisors saved $150K/year by replacing SaaS subscriptions with AI-built custom software. I examine what this means for the software industry and why edge platforms are emerging as winners.
Insight Looking at the contrasting AI strategies of the US and China — one focused on building foundational technology, the other on turning existing tech into business value.
Insight As AI model competition heats up, the real value is shifting to orchestrating and governing agents. Looking at what OpenClaw and Palantir's ontology tell us about the future.