The Texas AI Factory Race: Why Hyperscalers Are Betting Tens of Billions on One State
Drive west out of Abilene and the scrubland gives way to something that did not exist three years ago: a...
AI Power Players
Computer-Use Agents Enter Production: What Actually Works in the Enterprise
Computer-use AI agents operate software the way people do: by seeing the screen and driving mouse and keyboard actions across...
Inside the AI Accelerator Market: GPUs, Custom ASICs, and Who Wins Inference
AI accelerators used to mean one thing: an NVIDIA GPU. Today the field is crowded. Hyperscalers build their own chips,...
From Chatbots to Work OS: How AI Assistants Are Swallowing Enterprise SaaS
Three years ago, the enterprise chatbot was a novelty tab. Employees opened it to draft an email or summarise a...
Capex Arms Race: Mapping Hyperscaler AI Spend and What It Buys
Every quarter, the earnings season now doubles as an infrastructure census. Between 21 and 29 October 2026, Meta, Microsoft, Alphabet...
Vertical Integration or Cosplay? Why AI Labs Want Dirt-to-Model Stacks
A few years ago, an AI lab's supply chain fit on one invoice: rent GPUs from a cloud provider, train...
Can Nuclear Power AI in Time? SMRs, Large Reactors, and the 2030 Gap
Hyperscale AI campuses are being planned in months. Large nuclear plants are built over decades. Between those two clocks sits...
Consumer Humanoids: Timeline, Price Reality, and the Home Use Cases That Stick
Every few months a new video promises that a consumer humanoid robot is about to move into your home: it...
