AI Infrastructure & Emerging Technology

Agent Skills explained: Anthropic's donation to the Linux Foundation, the 70-platform rollout, how skills differ from MCP and how to write one. Rates

AI World This Week #016: the Google TPUs supply flip, SK hynix first 100-trillion-won quarter, the crash-risk week and the peso at 64.17.

AI bubble stocks: the watchlist of warning numbers and the stock buckets - exposure measured monthly, with the both-ways positioning. Every figure here

If the AI bubble bursts: the four-phase timeline from burst week to the recovery ramp - WEF-authored, with the jobs and currency layers. Every figure

Circular deals explained: the Nvidia-OpenAI-Oracle-AMD web behind the AI boom - the structure, both readings and the contagion logic. Every figure here

Are we in an AI bubble? The definition, both evidence ledgers, the dot-com history and the honest verdict - measured, not declared. Every figure here

AI crash 2026: will it happen and when? The four red flags, the trigger map and the fresh October warnings - the honest, sourced answer. Every figure

Data center interconnection 2026: cross connects, metro links and cloud on-ramps, explained. The cable ladder, the carrier-neutral model, why ecosystem den

MoE inference 2026: why mixture-of-experts models serve faster and where the bandwidth law bites. The routing mechanics, the three-level optimization ledge

AI energy storage 2026: the batteries that smooth AI training's violent loads. The millisecond problem, the four-layer architecture from chip to grid, and