There are moments in tech when the stack shifts. And then there are moments when everything shifts . This is the latter. After three decades in Silicon Valley — and now building a bridge between Palo Alto and the New York Stock Exchange — one thing is cle... See more
We’re hitting a pivotal moment in artificial intelligence right now. The latest financial disclosures from the front lines of the AI arms race — OpenAI Group PBC and Anthropic PBC — don’t just give us a peek under the hood; they expose the core tension sh... See more
There’s a narrative forming in artificial intelligence infrastructure — and most people are still looking in the wrong place. Everyone’s focused on graphics processing units. More compute. Bigger clusters. Faster chips. That’s where the headlines are. But... See more
In the race to define enterprise artificial intelligence, most of the industry is looking up the stack — chasing smarter models, bigger benchmarks and more capable generative AI systems. In some ways, Oracle Corp. is looking in a different direction. At i... See more
Every keynote from Nvidia Corp. Chief Executive Jensen Huang is a marathon. It’s a 2.5-hour firehose of product drops and partnerships designed to test the limits of even the most hardcore silicon fanboys. It’s high-octane, high-bandwidth and, frankly, a ... See more
