Why Founders Are Racing to Close AI’s Prototype‑to‑Production Gap
What Changed and Why It Matters AI demos are easy. Production is where companies win or stall. Leaders are widening the gap. McKinsey reports a 3.8x performance spread between AI…
Inside Marvell’s bet on optical AI interconnects—and the signal
What Changed and Why It Matters AI training is now gated by bandwidth, not just compute. Moving data between GPUs is the new moat. Optical interconnects have become core infrastructure.…
Anthropic is assembling the AI coding stack, end to end
What Changed and Why It Matters Anthropic just tied together infrastructure, product, and distribution around one focus: code. The company announced a plan to spend $50B on U.S. data centers…