Inside the supply chain behind one AI server

Dozens of companies touch every rack. Here is who builds what.

Five numbers that move a chip stock

Gross margin, inventory and three more figures worth watching.

Why tech leads the market up and down

Big tech is now a large part of every index. That cuts both ways.

The power problem: can the grid keep up with AI data centers?

Electricity, not chips, may decide how fast AI grows.

How a chip is made, step by step

From sand to wafer to a finished processor, in one long read.

What makes a software company worth buying

The numbers investors check, and the ones they quietly ignore.

The new rules of building a startup with AI

Here is what happened, and why it matters. The numbers are still small next to the size of the whole industry, but they are growing fast. The next few months will show whether this holds up outside of test conditions. What to watch How fast others follow. What it does to prices. Who gains and […]

How satellite internet actually works

Here is what happened, and why it matters. Not everyone agrees. Some point out that early results often look better than what comes later. Smaller companies are watching closely, because the same shift could reach them within a year. What to watch How fast others follow. What it does to prices. Who gains and who […]

Robots that learn by watching people

Here is what happened, and why it matters. For buyers, the practical question is simple: what does this cost, and what does it replace? What matters most is not the headline number, but how steady it stays over time. What to watch How fast others follow. What it does to prices. Who gains and who […]

The metrics investors check first in a SaaS company

Here is what happened, and why it matters. The next few months will show whether this holds up outside of test conditions. The change did not happen overnight. It built up over several quarters, one small step at a time. What to watch How fast others follow. What it does to prices. Who gains and […]