AI Infrastructure
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As AI enters the battlefield in the conflict with Iran, the line between technological advancement and human safety has never been thinner. The recent and public collision between the White House and Anthropic has laid bare a massive contradiction in how we approach the future of technology. On one hand, the U.S. administration has moved…
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Microsoft just unveiled the Maia 200, a custom in-house AI chip designed to challenge the dominance of Nvidia while outperforming the latest hardware from Amazon and Google. This is not just a minor hardware refresh. It is a strategic attempt to own the entire AI stack from the silicon up to the software. Here is…
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The massive partnership between CoreWeave and Nvidia to build out 5GW of AI factories is a double edged sword for the industry. While it signals a monumental commitment to the sector, it creates a complex environment for emerging players like IREN and Cipher Ming, both stocks coming under pressure after the Nvidia announcement. Here is…