China's $295 Billion Plan to Beat the US at AI
Beijing's plan to build a national AI grid on 80 percent domestic chips locks out Nvidia and AMD.
Markets
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The Sovereign Stack: Pricing China's $295B AI Bet
A state mandate is splitting global compute into two non-fungible stacks. Where the value moves.
Premium
+3
Apple Is Making Chips With Intel Now (and What It Really Means)
Trump says Apple will build chips with Intel in the US, sending Intel to a record high.
Markets
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The Apple-Intel Signal: Pricing the Foundry Comeback
A non-binding post added tens of billions to Intel. The real value is foundry credibility.
Premium
+3
The Memory Squeeze: Pricing Power Moves Upstream
Apple just conceded pricing power to its supply chain. Where the economics move next.
Premium
+3
Why Your Next iPhone Will Cost More (Blame AI)
Apple says price hikes are now unavoidable as AI data centers swallow the world's memory.
Markets
+2
The AI Spending Hangover
Uber, Microsoft, Amazon, and Meta are pumping the brakes on AI spending.
Markets
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