Desk
Strategy, markets, and industry structure.
Nebius wants to spend $40 billion next year mostly on its customers' money, and the stalled New Jersey site shows how quickly that kind of financing can get shaky.
Nvidia's trillion-dollar slide is the price of building the AI economy's most important company around one person, and the bill is landing on everyone downstream.
OpenAI reportedly topping $10 billion in a quarter says its enterprise push is working, but the margin and the gap to Anthropic tell the more honest story.
Singapore Airlines is showing what sensible enterprise AI looks like, with chatbots that hand off cleanly to humans, though the real test is when Kris starts changing bookings.
Jensen Huang's case for selling chips to China never depended on an affair, but the affair may cost him the credibility to keep making it in Washington.
A chemicals maker describes AI as a lab assistant rather than a replacement scientist. The framing is sensible; the details are thin, and this one is a sponsored webcast.
The New York Times says China’s Ministry of State Security recruited a Megaspeed executive close to Jensen Huang to mine chip intel and push advanced Nvidia silicon toward China.
Greg Brockman says OpenAI could be ready to go public in 2027 after enterprise revenue flipped from roughly 30% of the mix to the majority on the back of a rough first half and a Codex comeback.
With phone sales down roughly 20% year over year, Qualcomm is pointing investors at data-center chips and a path from hundreds of millions to $15 billion by 2029.
Texas just flipped blue in key races while campaigning against data centers — and the world's largest AI buildouts sitting in the state suddenly look politically fragile.
A sponsored piece argues that when agents pass data to other agents, security stops being about guarding systems and starts being about knowing where every piece of data came from.
Google says AI is making people search more than ever, but the money isn't following yet, and that gap is now the most important number in the company.