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The web’s transaction model was designed for humans. You visit a page, see an ad, click a link, or buy something. Every monetization mechanism built over the past three decades, advertising, subscriptions, paywalls, affiliate revenue, assumes a person made a choice. That assumption is breaking. At A
Read →Normally I don’t talk about specs in a review. The spec sheet is not the product. The overall experience is the product, and the overall experience on this laptop is good. Not my favorite in the world, but good. I’m breaking my rule this time because the person considering this laptop is the most sp
Read →Microsoft Build 2026 was the week Windows stopped trying to win on the spec sheet and started trying to win on the thing that makes a computer worth using. For years the Windows answer to the Mac was some version of “we can match that.” A faster chip here, a borrowed feature there. This was…
Read →Google I/O 2026 turned a model launch into a platform statement. It was the clearest evidence yet that Google wants Gemini to become the operating layer for work across consumer products, developer tools, enterprise systems, and cloud-managed agents. Gemini 3.5 Flash is the center of that story. Goo
Read →A fresh perspective is needed on foundry economics at the leading edge. For years, the industry lacked a clear cost-per-transistor framework, even as the economic foundation of Moore’s Law was becoming less durable. That framework held through N3E. It no longer holds at N2 and A16, and the evidence
Read →Neoclouds sit at the center of the AI infrastructure durability debate because they are increasingly the external channel through which hyperscalers secure additional power and compute to convert demand into revenue. CoreWeave ended 2025 with $66.8 billion in contracted backlog. Nebius signed a deal
Read →Prerequisite: 800 VDC: The Inflection Point Reshaping Datacenter Power and AI Infrastructure (March 2026). This report builds directly on that analysis and assumes familiarity with the power architecture transition it describes. 800 VDC: The Inflection Point Reshaping Datacenter Power and AI Infrast
Read →Over the past year or so we’ve heard a lot about agents. Most of it hasn’t really happened, things have changed quickly, it’s hard to pinpoint and trends tend to be near impossible to predict because something you think may be successful ends up becoming irrelevant in three months. If you take a ste
Read →For those of us who have covered Arm for decades, we remember the days when this was a $500-600M yearly revenue company, and hardly growing. How times have changed. The evolution of Arm, now clearly framed as Arm 2.0, has been years in the making, with all the stakeholders recognizing that an IP bus
Read →The AI PC category has a credibility problem. Two years into the NPU era, most on-device AI still feels like a solution searching for a problem. The hardware arrived before the software had anything meaningful to say, and Microsoft’s Copilot rollout did little to change that narrative. Rather than b
Read →The next phase of the AI PC market will be won less by raw AI specifications and more by enterprise usefulness. Intel is repositioning the commercial PC as a managed, secure, on-device AI endpoint that can execute work, observe itself, and improve user experience without sending every workflow back
Read →There is perhaps no more consequential debate around the technology industry today than whether the current AI infrastructure buildout represents a bubble destined for collapse or the logical, sustainable deployment of mature technology. The numbers are indeed staggering, a root cause of people’s an
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