THE COLLECTION
EVERY SIGNAL, SORTED.
Search the whole shelf by topic, tool, term, or plain old curiosity.
China, AI Chips, Foundation Models and Data-Center Infrastructure
Alibaba put a 20-gigawatt power meter behind its new AI chip
Zhenwu V900, Qwen 4 and a 500,000-chip cluster plan arrived as one stack. The roadmap is unusually concrete about scale and unusually quiet about measured performance.
AI Infrastructure, Interconnects and Compute Scale
Huawei is answering scarce AI chips with a million-chip machine
Huawei moved two processors forward and described an architecture that could link one million of them. At that scale, the network, power bill, software, and failure rate become the computer.
AI Markets, Infrastructure and Safety
AI's safety brake just hit the price of the boom
A call to slow frontier model development sent AI-linked shares lower across three continents. The machines did not change overnight. The story investors were paying for did.
AI and Clean Energy
Britain wants AI to help run the clean grid, but first the energy data has to behave
A new UK government vision describes AI forecasting, coordinating, and optimizing the energy system, then lists the fragmented data, old software, security risks, and accountability gaps standing in the way.
Global AI and Sovereignty
Europe just put €3 billion behind an AI stack it can control
Mistral raised the largest private technology equity round in European history, with Samsung leading a bet on models, compute, infrastructure, and deployment that can stay under the customer's control.
AI Infrastructure and Local Impact
A one-gigawatt AI campus is really an electricity and water story
TCS and HyperVault plan to invest up to $7.4 billion in a giant Hyderabad data-center campus. The GPUs are glamorous. The grid, cooling, land, and local bargain will decide whether it works.
Robotics and Physical AI
A useful robot model needs an assembly line for learning
AWS and Nvidia are treating robot development as a continuous factory that generates experience, trains behavior, tests it in simulation, and starts the loop again.