AI Compute Demands Have Effectively Ended the Era of Cheap US Power
This commentary explores the implications of US energy strategies for AI.
Tag: technology
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.
Big Tech Faces the Three Trillion Dollar Power Gap
The AI market is evolving with intense competition and investment opportunities.
Super Micro Liquid Cooling Bets Fail To Shield Gross Margins From Blackwell Delays
Super Micro is under revenue pressure due to shipment upgrades.
Sir Martin Sorrell and the Ten Trillion Dollar Tesla Mirage
Industry leaders discuss AI’s impact on market valuations.
Why Chinas New Five Year Plan Is a Defensive Fortress Rather Than an Economic Engine
China’s Five-Year Plan aims for sustainable growth and tech advancement.
China Silicon Gambit Demands a Sovereign Premium
Cambricon Technologies is experiencing a notable increase in market value.
AMD Just Proved Quantum Computing Is a Hardware Problem Not a Software Dream
AMD stock experiences a notable surge due to quantum computing news.
Intel Foundry Losses Deepen as 18A Ramp Fails to Offset Server Share Erosion
Intel’s earnings report underscores challenges in the semiconductor sector.
Why Intel is Betting the Farm on a Windows 10 Graveyard
Intel sets a target of 290 million PC units driven by AI demand.