The rise of AI agent hardware: Ghost’s $11M bet at 19 signals a shift
What Changed and Why It Matters Consumer AI hype is cooling. Utility is rising. We’re entering the agent era. Recent moves point to a simple truth: agents work best when…
AMD buys Taalas as AI inference shifts to model‑specific silicon
What Changed and Why It Matters AMD agreed to acquire Taalas, a startup building specialized AI inference silicon. The company called Taalas a pioneer in model‑specific hardware. This isn’t about…
Inside Big Tech’s Hunt for Optical AI Chips—and What Comes Next
What Changed and Why It Matters Optical and photonic computing just crossed from research headlines into strategy decks. Multiple signals point the same way: compute demand is outpacing power, bandwidth,…