Author name: Alex Chen

The mainstream read on Microsoft’s “useful yield” test is that it’s bad news for NVIDIA. Capex restraint at the largest […]

Depreciation is the real benchmark. Not FLOPS. Not memory bandwidth. Not whatever number gets projected onto a keynote screen in

A $7 trillion buildout is a bet that agent architectures will get good enough, fast enough, to justify the concrete

For three years, talking to an image model has felt like ordering coffee through a mail slot. You slide a

Picture the moment a security researcher opens the GPT-6 Astra system card on OpenAI’s Deployment Safety Hub, scrolls past the

What if the most consequential AI hardware story of the next decade has almost nothing to do with the chips

Mathematics does not compress well. That single fact is what makes the framing around Caltech’s Mathathon interesting, and also what

Meta’s data center robots are not a labor story, they are an architecture story, and the interesting part is what

Counterfeiters have a long history with invisible ink. Not to hide money, but to mark it — a signature that

Picture a data center floor at 3 a.m. Rows of accelerators are running at near-full utilization, not because a research