NVIDIA’s Extraterrestrial Announcement
If NVIDIA hits the scale Jensen Huang is signaling, we’re no longer talking about incremental growth in data center...
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The Bleeding Edge
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Musk Pulls the Trigger on the TeraFab
When Elon Musk stated he wanted to build his own semiconductor manufacturing plant, many assumed he was just bluffing…
An Exciting Moment for the Nuclear Fusion Industry
While I maintain that the “AI Fear Trade” is largely overblown, that doesn’t mean there won’t be market shocks...
Agentic AIs Need Social Interactions Too
The more transactions that take place over Meta’s networks, the more money it makes. So why limit that to...
Brain-Inspired Computing
Cortical Labs has been developing a biological computing system based on human brain cells…
