The OpenAI Funding Question: Why Venture Capital Paused
The OpenAI funding question dated: the round pared to 20 billion, 11 billion secured, and the structural math behind the venture capital pause. Dated
NVIDIA’s 51% Rule: Why Asian Clouds Must Prove Non-Chinese Revenue
The NVIDIA 51% rule as reported by the FT: the non-Chinese revenue floor for Asian clouds, the supply-chain tiers, and what nobody has verified. Dated
The White House AI Summit: Who Was There and What Self-Policing Means
The White House AI summit, dated: the September accord - seven signatories, four voluntary steps - and the November follow-up; the roster and the honest
Why Marvell Is Paying $115 Billion for Lasers: the AI Connectivity Deal
Marvell pays 115 billion dollars in stock for Lumentum - 4.5 shares per share, a 33x ratio, a 2028 close - the optical bet on AI connectivity, explained
AI Browsers 2026: What the Atlas Shutdown Changed
AI browsers 2026: Atlas died at 292 days; Comet, Gemini in Chrome and Edge Copilot carry the agent era - the dated field map and the two-axis choice.
Co-Packaged Optics Explained: How CPO Reshapes AI Cluster Networking
Co-packaged optics explained: the July 2026 mass-production date, the power math, the shipping CPO field and the honest bottleneck list. Dated claims
AI Rack Density Explained: Power, Cooling and the Numbers Behind 300kW+
AI rack density explained: 3-8kW legacy to 132kW deployed and 300kW-class projections, the liquid-cooling boundary and the three hosting gates. Dated
Small Modular Reactors for Data Centers: the 2026 Power Playbook
SMRs for data centers: the dated 2026 playbook - AWS 20B, X-energy 5 GW, TerraPower ground broken, and the honest three-wave timeline. Dated claims carry
Custom AI Chips vs NVIDIA: Why the Big Buyers Are Building Their Own
Custom AI chips vs NVIDIA: the dated record - OpenAI-Broadcom 10 GW, Jalapeno June 2026, Google TPUs and Meta GW pacts -- the four real reasons, the
SSS WISP Plus vs Pag-IBIG MP2: Which Government Savings Program Gives Higher Yields?
SSS WISP Plus vs MP2, verified: the 6.87% vs 7.12% declared rates, the tax layer, the withdrawal architecture and the pesos side, compared. Watch 2027.