The New AI Startup Moat: Why Inference Chips Beat Big Models
What Changed and Why It Matters The center of gravity is shifting from model training to inference. The money, latency, and user experience are all downstream of how cheaply and…
Nvidia’s $6B bet to build a U.S. AI counterweight to China
What Changed and Why It Matters The AI race has shifted from apps to infrastructure. It’s now about compute supply, capital formation, and industrial distribution. “China's $295 billion bet on…
Why Wall Street Is Turning AI Compute Into a Real Asset Class
What Changed and Why It Matters AI compute just crossed a line: from expensive input to investable asset. CME is moving to list futures tied to AI computing capacity. Nvidia…