The AI Trade Meets CPI
The easiest way to misunderstand the latest wobble in chip stocks is to read it as the start of an…
Asia’s Memory Trade Is Setting the Price of the AI Boom
The market still talks about artificial intelligence as though the most important assets are the models, the apps, and the…
AI Is Becoming the Market’s Shock Absorber
For most of the modern market cycle, geopolitical stress and higher oil would be enough to put technology leadership on…
The Chip Wall Is Becoming the Real Macro Variable in AI
For most of the generative-AI boom, investors behaved as though the decisive variable was model quality. Better models would attract…
Asia Is Becoming the Market’s New AI Price Setter
For most of the generative-AI boom, investors behaved as though the geography of value creation was obvious. The United States…
America May Be Funding the AI Boom, but Asia Is Becoming Its Public-Market Center of Gravity
The center of gravity in artificial intelligence still appears, at first glance, to be American. The largest hyperscalers are American.…
The AI Boom Is Becoming the Market’s Governing Macro Variable
For most of the past three years, investors could still tell themselves that the artificial-intelligence trade was a technology story…
Rackspace and AMD Want to Turn Enterprise AI Into a Governed Utility
The first phase of the enterprise AI buildout was dominated by a simple assumption: whoever could rent the most accelerators,…
Red Hat Is Building the Agent Control Plane Enterprises Actually Need
The AI market has spent two years behaving as if the decisive battle would be fought at the model layer.…
AWS Wants to Turn Every Legacy Desktop Into Agent Territory
The most important constraint on enterprise AI has never been model quality alone. It has been application access. Companies may…
ServiceNow’s autonomous-work thesis is a bid to own AI execution, not just assistance
The first phase of enterprise AI was defined by helpfulness. Vendors promised copilots that could summarize meetings, draft emails, answer…