The High Cost of Intelligence and the Ruthless Reallocation of Capital
Technology insights are key to business transformation.
Category: Techonology
Why the AI Infrastructure Trade Has Narrowed to Two Names
Palantir and Nvidia are key players in AI and finance.
The Sensory Tech Pivot: Why Loop’s $221M Revenue is Only the Preamble
Innovative products are reshaping market dynamics and driving growth.
The Arbitrage Mirage and the Dangerous Value Trap in Asian AI
AI arbitrage reveals market disparities between Asia and the U.S.
Why the Nvidia NVQLink Integration Makes D-Wave the Only Quantum Play That Matters
D-Wave Quantum’s collaboration with Nvidia signals growth in quantum computing.
Why Enterprise AI Spending Hit a Wall of Reality in October 2025
Digitalization is reshaping business strategies for competitive advantage.
AI Compute Demands Have Effectively Ended the Era of Cheap US Power
This commentary explores the implications of US energy strategies for AI.
The 315 Billion Dollar Infrastructure Reckoning Facing Enterprise Cloud
Digitalization is transforming business strategies and operations.
The Digital Twin Deficit and the Myth of the AI Induced Four Day Workweek
AI is reshaping work-life balance and productivity in the workplace.
Super Micro Liquid Cooling Bets Fail To Shield Gross Margins From Blackwell Delays
Super Micro is under revenue pressure due to shipment upgrades.