The Great Bifurcation and the Failure of the Compute Chokepoint
The US and China are in a fierce technology competition.
Tag: competition
Broadcom Eclipses Nvidia as the 2025 AI Infrastructure Standard
A global chipmaker is gaining attention over Nvidia in AI technology.
The Media Liquidation Sale and the 400 Billion Dollar Debt Wall
Media mergers are increasingly scrutinized for their impact on competition.
The Billion Dollar Divorce Between Meta and Nvidia
Nvidia’s dominance in AI chips is being challenged by new competitors.
Google Is Buying Its Way Into The AI Era And The Bill Is Coming Due
Google maintains a strong position in the competitive tech landscape.
The Great Rebundling and the Survival of the High Margin Aristocracy
Streaming services are adapting to intense competition.
Big Tech Faces the Three Trillion Dollar Power Gap
The AI market is evolving with intense competition and investment opportunities.
Can Blackwell Defend the 80 Percent Margin Wall?
Nvidia faces rising competition in the AI chip market.