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Eco-systems

GTC Berlin & Meta – All About Confidence

GTC Berlin Day 2 – A Very Civilised Affair Meta Platforms Q3 26 – Not what was hoped

Artificial Intelligence – Critical Test

Q3 26 results and GTC are going to be crucial.

Meta Platforms– Reinvention

Meta claims the frontier (again).

Nvidia & Reflection – Health Insurance pt. II

Another move to secure its future.

AI Datacentres – Greed and Fear

Firmus management shoots itself in the foot.

SpaceX – Spending Binge

$40bn is just the beginning.

Lucid – Cautionary Tale

PIF is Lucid’s one lifeline.