AI Silicon – The Inference Game

The time for niche offerings is now.

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  • 151

OpenAI – The Elusive Trillion

OpenAI could be the dark horse of the AI industry.

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  • 122

China vs USA – Economic Illusion

GLM-5.2 can only be competitive on non-Chinese silicon.

Micron FQ3 26 – Peak Power

Micron trades for stability.

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  • 160

EU vs. Everyone – A Blow Upon a Bruise

More regulatory meddling.

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  • 142

xAI – Printing Cash

Another deal at very high margins.

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  • 106

China vs USA – Chinese Whispers

Somewhere the message became garbled.

Intel – Rising Tide

CPU tide floats all boats

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  • 179

Smart Glasses – Oh Snap!

Too big, too expensive, no ecosystem.

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