Tag: AI chips

The AI Memory Crunch Could Last Until 2030
AI Industry • October 31, 2026

The AI Memory Crunch Could Last Until 2030

SK hynix has delivered a warning that should concern anyone following the artificial intelligence industry: the world may struggle to manufacture enough memory chips to satisfy demand until 2030. The South Korean semiconductor giant made the forecast on October 28, alongside record third-quarter earnings. Its revenue reached 104.6 trillion won, while operating profit climbed to […]

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Your Next Gaming PC Is Competing With an AI Data Center
Uncategorized • October 28, 2026

Your Next Gaming PC Is Competing With an AI Data Center

Your next gaming PC has a competitor you probably never expected: an artificial intelligence data center. Not another gamer hunting for a discounted graphics card. Not a cryptocurrency miner trying to turn electricity into Bitcoin. This time, the competition comes from Microsoft, Google, Amazon, Meta and an expanding collection of companies building enormous computing facilities […]

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Meta’s $145 Billion AI Bet Is Starting to Scare Wall Street
AI • October 25, 2026

Meta’s $145 Billion AI Bet Is Starting to Scare Wall Street

Meta generated $64.6 billion in revenue during the third quarter of 2026, a 26% increase from a year earlier. Its advertising business was thriving, users were spending more time across its platforms, and the company remained profitable. Wall Street responded by selling the stock. Shares fell sharply on October 22 as investors absorbed another enormous […]

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Tesla Wants to Be an AI Giant. Its Investors Still Have to Pay for It.
AI • October 22, 2026

Tesla Wants to Be an AI Giant. Its Investors Still Have to Pay for It.

Tesla is about to report another quarter of car sales, margins and cash flow. Yet the company’s most consequential financial question concerns products that barely contribute to its revenue today: autonomous taxis, humanoid robots and the artificial intelligence infrastructure needed to make them work. For years, Tesla’s investment case rested on an ambitious but recognizable […]

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The Strange Business of Selling Machines That Make Machines That Make AI
AI Industry • October 15, 2026

The Strange Business of Selling Machines That Make Machines That Make AI

The world’s most advanced artificial intelligence systems depend on an industrial process that would look almost absurd to someone unfamiliar with semiconductor manufacturing. To produce the chips that train and run AI models, companies must operate enormous machines that fire lasers at microscopic droplets of molten tin, manipulate light using some of the most precisely […]

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How Big Tech Became Too Big to Regulate and What It Means for Your Money
Big Tech • September 27, 2026

How Big Tech Became Too Big to Regulate and What It Means for Your Money

In Blade Runner, Eldon Tyrell does not spend much time worrying about governments. His corporation manufactures the artificial workers on which an entire off-world economy depends. Tyrell does not operate within the system so much as occupy one of the layers holding it together. We used to watch that and think: dystopian science fiction. We […]

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AI Safety Just Became a Market Variable.
AI Industry • September 14, 2026

AI Safety Just Became a Market Variable.

AI safety used to sit in a separate box from the AI investment thesis. One conversation was about alignment, misuse, regulation and existential risk. The other was about GPUs, cloud revenue, data centers and how many billions of dollars the hyperscalers could spend before somebody finally asked for a receipt. On September 14, those boxes […]

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The AI Boom Is Quietly Reopening the Cloud Wars
AI Industry • September 11, 2026

The AI Boom Is Quietly Reopening the Cloud Wars

Artificial intelligence was supposed to reinforce the cloud hierarchy. Instead, it may be starting to destabilize it. For years, the infrastructure market looked increasingly settled. Amazon Web Services established a huge early lead, Microsoft Azure turned enterprise relationships into cloud scale, and Google Cloud built a formidable third platform. Everyone else was fighting for considerably […]

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Your AI Prompt Has a Capital Expenditure Problem
AI Explained • August 29, 2026

Your AI Prompt Has a Capital Expenditure Problem

You type a prompt. A few seconds later, an answer appears. From the user’s side, the transaction feels almost absurdly lightweight: a text box, a handful of tokens, perhaps a monthly subscription. There is no visible factory, no delivery truck and no machine humming on your desk. But generative AI is one of the most […]

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Nvidia Wants Wall Street to Finance the AI Multiverse
AI Industry • August 12, 2026

Nvidia Wants Wall Street to Finance the AI Multiverse

AI has spent the past few years looking like a software revolution powered by unusually expensive chips. That description is starting to feel obsolete. The next phase looks more like SimCity with investment bankers. Nvidia is working with Apollo, BlackRock’s Global Infrastructure Partners, Blackstone, Brookfield, Goldman Sachs and KKR on financing platforms designed to mobilize […]

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