The $25 Billion Tech Deal Spree: How AI Infrastructure Became the New Arms Race
Meta, Nvidia, Intel, and OpenAI are pouring unprecedented capital into partnerships and infrastructure. Here's what the deal avalanche means for the future of...
Post-GTC: Who is Winning the AI Infrastructure War?NVIDIA GTC 2026 is over. The $1 trillion forecast is out. Meta fired 20% of its workforce. Here is who is winning and losing.The ScoreboardNVIDIA: $1T forecast, owns the...
Meta's $27 Billion Nebius Gamble: Outsourcing the Future of AI
Meta just signed the largest cloud computing deal in history. $27 billion. One provider. One...