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Chart of the Week: AI Progress Is Still Accelerating
Last week, I talked about how the U.S. might not be ready for the next phase of artificial intelligence. Today,...
The Next Big Leap in AI Might Already Be In Our Heads
Artificial intelligence is rewriting the computing landscape. It has to. Because the old model is running into bottlenecks everywhere. Training...
The U.S. Might Not Be Ready for the Next Phase of AI
China just made a massive bet on the future of its power grid. But it’s not doing it by building...
The AI Race is Creating New Empires
Sam Altman is sitting in a courtroom waiting to defend OpenAI’s future. Meanwhile, reports recently surfaced that the company has...
Chart of the Week: Big Tech Isn’t as Big as You Think
How big is too big? As of last month, the Magnificent Seven stocks (Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, and...
Apple’s Best AI Bet Might Be As an Intelligence Concierge
Most people see Siri as Apple’s AI weakness. I’m one of them. I’ve written before about how I usually use...
AI Is Starting to Design the Machines That Will Replace It
Last week, I wrote about how AI is rewriting the semiconductor market. The numbers involved are shockingly large. McKinsey says...
Nvidia’s CEO Is Trying to Shorten His Own Quantum Timeline
Just one year ago, I wrote that Jensen Huang might have to eat his words. At the time, Nvidia’s CEO...
AI Just Broke the Old Computing Model
The entire foundation of computing is coming apart. But there’s no need to panic. Because it’s happened before. In the...
Meta’s $135B Bet on AI Is Starting to Pay Off
“People don’t care about what you say, they care about what you build.” That line is widely attributed to an...
AI Is Starting to Act on Its Own
Over the past two weeks, unusual things have been happening at one of the most important companies in artificial intelligence....
Chart of the Week: The $1.3T Private Credit Market Is Starting to Crack
Private credit has been one of the fastest-growing corners of finance over the past decade plus. It surged after the...
