NVIDIA’s $20B strategic integration of Groq marks a structural inflection point in the AI economy. It’s not an acquisition in the conventional sense — it’s a strategic repositioning around the emerging bottleneck in AI economics: inference latency. This move signals a new equilibrium in compute strategy — where capital, physics, and infrastructure converge. It confirms that the next frontier of value in AI will not be determined by training capacity, but by real-time inferenc

Let’s start where everyone’s talking right now — the number. $20 billion. That’s the reported value of NVIDIA’s “not-quite-an-acquisition” of Groq — the little AI hardware company that built a chip so unorthodox, the industry laughed when they unveiled it in 2023. Now? NVIDIA’s folding their architecture, their engineers, and their design DNA into the future of its own inference stack. Except here’s the twist — NVIDIA didn’t buy Groq outright. They structured it as a non-excl

VPNs had their time.They made us feel  private, even if all they really did was move our data through someone else’s pipe. But a small startup called Phreeli might have just pulled the next big lever in the evolution of privacy. It’s not another app or encrypted messenger. It’s a carrier — a full-blown phone service that doesn’t know who you are. You sign up with a zip code. That’s it. No name. No ID. No personal record. They’ve built a zero-knowledge billing system that can

I’ve always been a hands-on kind of guy. I like to understand how things actually work —from the power that drives the servers to the AI models running on them, and the capital that fuels it all. The truth is, to build what I want to build in this space, I needed to get my hands around the entire stack . That’s why I’m excited to share that I’ve joined Eliakim Capital  as Managing Partner and Chief AI Officer. It’s an incredible opportunity to help shape how compute, power, a

So, I just finished watching Jensen Huang sitting next to Elon Musk — both of them nodding in agreement — saying there’s no AI bubble. And, you know what? That hit exactly the way I thought it would. Because it’s not a revelation; it’s confirmation. I wrote two days ago that there is no AI bubble — only a delusion bubble  — and this, right here, is the proof. Not because Jensen said it, but because he had  to say it. The narrative has finally caught up to the math. This is wh

I just got back from a data conference in Chicago, and I left honestly stunned. Not by the technology — by the people. Panel after panel, supposedly “leaders” in data science, logistics, and analytics — all of them dancing around the same idea: “We’re being cautious about AI.” Cautious. That word kept coming up like a reflex, a corporate mantra. “We’re waiting for regulation.” “We’re concerned about bias.” “We don’t trust the outputs.” It was like watching a room full of data

When Berkshire Hathaway makes a move, markets don’t just react—they pause. Because when Warren Buffett, the high priest of long-term value, decides to buy something, it’s usually not a guess. It’s a signal. This week, that signal came in the form of a $4.3 billion stake in Alphabet, Google’s parent company. The buy makes Alphabet one of Berkshire’s top ten holdings, right alongside American Express, Coca-Cola, and of course, the ever-beloved Apple. And that, in itself, is al

Every era of technology has its cartographers. People who climb high enough above the noise to see the shape of what’s coming, and then translate it into something the rest of us can navigate. For decades, Mary Meeker has been one of those people. Her Internet Trends  reports shaped the early web, the mobile wave, and the first real data-driven understanding of our digital lives. And her new deep-dive into AI marks another one of those moments where her view from altitude cl

Let’s be honest — the 10kW rack era isn’t just over. It’s ancient history.And it’s not coming back. What’s happening right now is something entirely different: an all-out power and cooling arms race inside every data center — built or unbuilt. The demand curve isn’t plateauing. It’s accelerating, steeply. And for the foreseeable future, that’s not going to change. People keep saying, “Well, quantum will change everything.” Not for this. Quantum is incredible, but it’s not bui

Let’s be clear: the cloud isn’t dying. But the age of unquestioned cloud supremacy  — that decade-long reign where every ounce of intelligence had to pass through someone else’s API — that’s beginning to crack. We’re entering the post-imperial  phase of compute. The Great Inversion For twenty years, the cloud has been the empire of cognition: centralized, industrial, and rented by the teraflop. It made sense. The economics of scale were brutal. Training frontier models requir

Let me tell you something that’s easy to miss but impossible to ignore once you see it: The borders that matter now aren’t on land—they’re in compute. And they’re shifting. Fast. Not in theory. Not in the metaverse. In steel, in silicon, in megawatts. The world is being redrawn in real time, and the lines are being etched by the placement of data centers. This isn’t speculation. This isn’t metaphor. This is a real-world transformation happening at a scale that’s hard to wrap

So here’s the thing. Florida is finally stepping into the data center conversation — and about time. As an AI accelerationist, Floridian, and someone knee-deep in the world of GPUs and power systems, I’m watching this one closely. Because what’s playing out in the Florida Public Service Commission isn’t just a local issue — it’s a glimpse at how the AI revolution collides with infrastructure reality. For the first time, regulators are trying to figure out how to handle the en

The internet has a new toy. OpenAI’s latest video model, Sora 2 , is barely out in the wild, and already meme-lords are doing what they...

Let’s be clear: this isn’t just the next version of ChatGPT. When GPT-5 drops, it’s going to feel a lot like the first time you used...

Almost two years ago, I wrote about a future where our operating systems wouldn’t just sit there waiting for input—they’d morph . They’d...

Picture this: You walk into a high-tech factory—not the greasy, clanging type from old documentaries, but a temple of glass, LEDs, and...

Let’s set the scene: you're not just building an AI system anymore—you're designing infrastructure for a new kind of intelligence...

The artificial intelligence boom isn't just transforming industries—it’s reshaping the very backbone of the digital world. Nowhere is...

Ladies and gentlemen, history is being written. On his second day back in office, President Donald Trump unveiled a breathtaking...

Elon Musk has set his sights on a new frontier: supercomputers. His goal is nothing short of monumental—constructing the world's most...