Research and reporting on tech, AI, early-stage investing and the startup ecosystem.
101 articles
Internal AI agents and collapsing software development costs are eroding the traditional moat of enterprise SaaS as intelligence shifts inward. As externally packaged software becomes infrastructure rather than the primary source of differentiation, public markets are repricing incumbents around wea
NVIDIA’s $20 billion deal with Groq marks a pivotal shift in AI infrastructure, moving the focus from model training to large-scale inference efficiency . Rather than a traditional acquisition, NVIDIA executed a "strategic intervention" by licensing Groq’s core technology and absorbing its top engin
OpenAI’s code red is less about falling behind technically and more about recognizing that momentum has shifted. As foundation models converge, advantage increasingly comes from distribution, trust, and integration rather than raw benchmark performance. Google and Anthropic are gaining ground not by
For most of the last decade, discussions about artificial intelligence have focused on models, talent, and data. Yet in late 2025, a different story began to reshape that narrative. China has reportedly built a prototype extreme ultraviolet lithography machine, the most critical industrial tool for
NVIDIA’s real advantage isn’t the GPU, it’s CUDA: a vertically integrated software stack that turns theoretical FLOPs into real, high-utilization performance and continuously improves throughput, latency, and scaling via software alone. In AI inference, CUDA is what drives tokens per watt-dollar dow
Day by day, it is becoming abundantly clear that the AI models powering Western companies are no longer the ones made in the West. That reality has slipped in almost unnoticed. While the public conversation circles around frontier labs and safety debates, engineers inside North American companies ar
Google is scaling its TPU strategy, offering a cost-efficient alternative to Nvidia that is gaining traction across major AI developers. Gemini-powered search continues to grow, supported by Google’s TPU-backed infrastructure. The broader market is moving toward multiple winners as Google, Anthropic
Compute is becoming the next major liquidity market as GPU demand outpaces supply constrained by energy, siting, and fabrication. Bursty, latency-sensitive inference and agentic workloads break the old rent-a-server model. A new layer of compute brokers is emerging to allocate, schedule, and price c
Canada’s 2025 federal budget arrived with a strong investment focus, committing $141.4 billion in net new spending over five years to lift productivity, expand infrastructure, and bolster defense. The government’s goal is to generate more than $1 trillion in total investment over that period, with a
Power infrastructure financing has shifted from slow, utility-led projects to a startup-like model, where developers, private capital, banks, and even corporate offtakers co-finance projects using stacked capital structures such as developer equity, tax equity, project debt, and prepaid energy contr
The massive AWS outage on October 20, 2025 affected thousands of companies and millions of users, highlighting how much of the internet depends on a few cloud providers. Outages like this are a reminder that single-cloud setups carry real risks, especially as AI workloads and digital services scale.
AI isn’t a bubble like 1999… There’s hype at the edges, but the core is built on real profits, real adoption, and disciplined investment, mostly from big tech and infrastructure rather than speculation.
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