AI Infrastructure
2026
- 03-26 The Nuclear Recusal: Why Altman's Fusion Play is the End of Software as We Know It
- 03-13 The $700B Illusion: Sovereign AI as a Hyperscaler Vassal State
- 03-10 The Agentic Subsidy: Why You're Not Actually Bankrupting Anthropic
- 02-26 The 75% Gross Margin Wall: Why Nvidia’s Record Q4 is a Trap for the $1.5 Trillion Infrastructure Supercycle