The AI trade has been one of the most powerful market narratives in decades, but it’s also been one of the most narrowly ...
AI agents are coming for your data infrastructure. And they are going to overwhelm your underlying storage and data access ...
As AI agents become part of how we work, they may become portable career assets, raising new questions about ownership, ...
Nebius Group N.V. (NBIS) remains a Buy ahead of May 12th earnings, with my thesis anchored in its transition to a vertically ...
Explore how vertical power delivery enhances efficiency by embedding components within PCBs and reducing power losses.
Bill Hilf, a veteran systems architect and conservationist, argues that we must prioritize system diversity and "recovery ...
Nebius has announced plans to acquire Eigen AI, a company focused on inference and model optimization, in a transaction valued at approximately $643 million. The move reflects a broader shift in ...
ASML commands a monopoly in EUV lithography, cementing its systemic importance in the semiconductor supply chain. Click here ...
Most electronic components get worse as they shrink. Signals blur, heat climbs, and the line between a digital “one” and ...
According to a 2025 survey of over 500 US-based IT professionals, 62% of organizations still rely on legacy software systems.
AI is only as powerful as the data beneath it. As global data creation is projected to more than triple between 2024 and 2029 ...
Check out the latest stories, videos, and podcasts from the week of Apr. 27, 2026. Though I’ve recommended that you avoid ...