277 stories in the archive
TSMC’s 2nm manufacturing delay isn’t just a schedule slip. It’s the kind of delay that could stunt the entire AI industry’s next phase of growth. TSMC has been the world’s most critical semiconductor company for years — and 2nm is supposed to be its greatest achievement. The dela
The AI productivity narrative has a problem: the data doesn’t support it. Companies are spending billions on AI, laying people off, and the productivity numbers aren’t moving. Here’s why. Every quarter, AI companies promise the same thing: AI will make your team 10x more producti
Pharma companies are spending billions on AI for drug discovery, and the results are already showing up in clinical trials. But the real question isn’t “can AI find new drugs?” It’s “who owns the data that makes AI find drugs?” AI in drug discovery sounds like science fiction unt
NVIDIA’s chip shortage isn’t about NVIDIA being successful. It’s about the rest of the semiconductor industry being so behind that they can’t catch up to a company that’s been building GPUs for decades. When the world depends on one company for AI compute and that company can’t s
The battle between open-source AI and closed models has finally reached its tipping point. And the open-source side is winning. For years, the narrative was clear: Big Tech has the money, the data, and the compute to build the best AI, and smaller labs can only compete by wrappin
AI agents are actually working, and they’re working quietly enough that most people don’t realize their jobs are already on the table. Forget the hype about autonomous agents. The real story is happening downstream: companies are quietly deploying AI agents to handle customer ser
Apple went all-in on on-device AI with the iPhone 15, and it’s the most sensible approach they’ve taken to the technology — because it turns out the only thing that makes sense for AI right now is not doing it in the cloud. While everyone else was building larger models and bigge
The 2026 election cycle is going to be the first time we see AI-generated deepfakes at national scale. And nobody has good news about how this works out. Campaigns are already using AI audio tools to generate fake endorsements and fake opponent attacks. The technology has advance
The EU AI Act took effect. Most companies are completely unprepared. Heres why that should not surprise anyone. The regulation that has been two years in the making finally went into force, and if you are running an AI product that processes any kind of user data, you are in a co
The worlds most valuable tech companies are sitting in a problem that no amount of code can fix: nobody built enough power plants to run their AI dream. Meta just spent $2.6 billion on electricity. Amazons data centers are bidding on nearly every new power plant in the US. Micros
