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2 articles tagged with "Investing"

The Shift to the 'Inference Era' and the Revaluation of the CPU: A Technical View and What Investors Should Watch Insight

The Shift to the 'Inference Era' and the Revaluation of the CPU: A Technical View and What Investors Should Watch

As AI infrastructure shifts from training GPUs to inference and AI agents, the CPU is being reevaluated. I look at recent moves by Intel, Google, SiFive, and others to outline how the competition is moving toward system-wide optimization.

2026-04-29 Read →
OpenAI's Independence Strategy and the Path to IPO: 'Revenue Gross-Up' Concerns from the Microsoft Partnership Amendment, and an Investor View Insight

OpenAI's Independence Strategy and the Path to IPO: 'Revenue Gross-Up' Concerns from the Microsoft Partnership Amendment, and an Investor View

OpenAI's post-money valuation reached $852B in March 2026. I look at the Microsoft deal amendment, advertising push, Sora shutdown, and the Musk lawsuit through an investor lens.

2026-04-28 Read →

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