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A Number That Reframes the Entire AI Investment Conversation $900 billion. That is the valuation figure now circulating in investor […]

A Different Kind of Platform Play Remember when Parag Agrawal was unceremoniously escorted out of Twitter’s San Francisco headquarters in

The Restriction Playbook Is Not Working the Way Anyone Thought The prevailing assumption in Western tech policy circles is that

IBM means business. And with Granite 4.1, released in April 2026, it’s making that clearer than ever. As someone who

Jensen Huang is correct that engineering will thrive in the AI era, but the version of engineering that survives will

A New Kind of Perception Think about how a skilled air traffic controller works. She doesn’t read a transcript of

A Number That Stops You Cold Picture a Monday morning budget review at one of the most powerful AI companies

Two Truths That Don’t Sit Comfortably Together Google built its reputation on an informal motto about not being evil. Google

A Trillion-Dollar Bet on the Future of Thinking Machines Jensen Huang stood at GTC 2026 and told the world that

What does it mean when a fraction of a percent of the chips being manufactured accounts for roughly half of