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48 on Omniv

CXMT

Company

A Chinese memory semiconductor manufacturer

TSMC

Company

The world’s leading dedicated semiconductor foundry

Omniv

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Independent analysis on systems, power, technology and opportunity

Worth rediscovering

Older work, still relevant
Article

What Happens When Biology Becomes Programmable?

For most of human history, biology was something we could observe. We could breed plants. We could selectively breed animals.

Omniv Editorial·analysis

AI & infrastructure

Models, chips, power, and the systems underneath AI.

Article

The Chip War Isn't Really About Chips

A chip smaller than a fingernail can hold up a car, a data center, or a weapons system. That sounds like a contradiction: how can something so tiny matter so much? Because the chip is only the visible end of a production system that spans d…

Omniv·8 min read

Africa & technology

Builders, markets, and tech across African economies.

Article

Why Africa Could Produce a Different Kind of Startup

Africa is often described as a collection of problems waiting to be solved. That framing is incomplete. Africa is also a collection of markets being built in real time.

Omniv Editorial·analysis

Energy & power

Electricity, grids, climate, and industrial power.

Article

Putin, Russia and the New Network Around North Korea

The train is the telling detail. North Korean ammunition leaves the port of Rajin, crosses the short border into Russia, then travels by rail toward depots nearer the war in Ukraine. A shipment that begins on one isolated peninsula becomes…

Omniv·7 min read

Geopolitics & order

States, strategy, and the contests that reshape markets.

Article

Why Taiwan Sits at the Center of the U.S.–China Relationship

A disruption in the Taiwan Strait would not stay in the Taiwan Strait. It could test the limits of U.S. policy, unsettle American allies, interrupt trade routes, and expose how much of the world’s advanced computing depends on production cl…

Omniv·8 min read

Deep research

Longer investigations and research-grade publishing.

Article

The Epstein Files: What Do the Documents Actually Tell Us?

The first thing to know about the Epstein files is that they are not one file, and they are not a verified list of perpetrators. They are a sprawling collection of records from criminal investigations, court proceedings, custody reviews, an…

Omniv·8 min read
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Nvidia

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Japan

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Semiconductors

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China

Project

China’s state, market, and technology system

United States

Project

The United States in the world system

Nvidia

Company

Computing platforms for accelerated and artificial intelligence workloads

Japan

Project

A technology, finance, and security power in Asia

Taiwan

Project

The island at the center of advanced semiconductor manufacturing

Semiconductors

Project

The components beneath modern computing

Artificial Intelligence

Project

Omniv Editorial knowledge graph

Worth rediscovering — strong work that stays useful.

Article

The Physical Internet: What Exists Behind the Cloud

The internet feels weightless. You open an app. A page loads.

Omniv Editorial·analysis

Worth rediscovering — strong work that stays useful.

Article

The Race to Understand Aging

For most of human history, aging was treated as something that simply happened. You were born. You grew.

Omniv Editorial·analysis

Worth rediscovering — strong work that stays useful.

Article

Russia's Shadow Fleet: How Oil Keeps Moving Around Sanctions

The tanker doesn't look Russian. That's the point. It may fly the flag of one country.

Omniv Editorial·analysis

Worth rediscovering — strong work that stays useful.

Article

The Difference Between Price and Value

A house is listed for $500,000. Someone offers $450,000. Another person offers $520,000.

Omniv Editorial·analysis

Worth rediscovering — strong work that stays useful.

Article

The Best Businesses Often Begin With Something Broken

The next billion-dollar company may not begin with a brilliant idea. It may begin with someone asking: “Why the hell does this still work like this?”

Omniv Editorial·analysis

Worth rediscovering — strong work that stays useful.

Article

The U.S. and China Are Talking Again. What Actually Changed?

In September, presidents Donald Trump and Xi Jinping met at the White House amid ceremonial pageantry and the familiar list of hard questions: tariffs, chips, rare-earth minerals, Taiwan and artificial intelligence. The clearest result was…

Omniv·7 min read
Article

What Happens If the World Splits Into Two Technology Systems?

A phone, car or AI service can look like one product. Underneath it may depend on chip designs from one country, manufacturing tools from another, fabrication concentrated in Taiwan, minerals processed elsewhere, and software distributed ar…

Omniv·8 min read
Article

Why Taiwan Sits at the Center of the U.S.–China Relationship

A disruption in the Taiwan Strait would not stay in the Taiwan Strait. It could test the limits of U.S. policy, unsettle American allies, interrupt trade routes, and expose how much of the world’s advanced computing depends on production cl…

Omniv·8 min read
Article

The New Geography of Computing

For most of the internet era, computing felt almost locationless. You could build a company in Lagos, host its application in Virginia, serve customers in London and have engineers working from Nairobi. The software did not care about borders.

Omniv Editorial·analysis
Article

What Actually Makes an Asset Valuable?

A building can be worth millions. A piece of land next to it can be worth even more. A company with no profits can be worth billions.

Omniv Editorial·analysis
Article

The Difference Between Price and Value

A house is listed for $500,000. Someone offers $450,000. Another person offers $520,000.

Omniv Editorial·analysis
Article

Why Japan Matters More Than Most People Realize

When people talk about a crisis around Taiwan, the focus tends to land on Taiwan itself, China, and Washington. But the map tells a wider story. Japan’s southwestern islands sit near Taiwan and the East China Sea; U.S. forces operate from b…

Omniv·8 min read
Article

Why Russia and North Korea Are Getting Closer

When Vladimir Putin arrived in Pyongyang in June 2024, he and Kim Jong Un signed a treaty that promised more than friendly declarations. It bound their governments to military and other assistance if either were subjected to armed invasion,…

Omniv·8 min read
Article

What Happens When Countries Start Treating Data Like Oil?

Oil changed geopolitics because controlling a physical resource could create enormous economic and strategic power. Data is different. You can copy it.

Omniv Editorial·analysis
Article

The U.S. and China Are Talking Again. What Actually Changed?

In September, presidents Donald Trump and Xi Jinping met at the White House amid ceremonial pageantry and the familiar list of hard questions: tariffs, chips, rare-earth minerals, Taiwan and artificial intelligence. The clearest result was…

Omniv·7 min read
Article

Why Japan Matters More Than Most People Realize

When people talk about a crisis around Taiwan, the focus tends to land on Taiwan itself, China, and Washington. But the map tells a wider story. Japan’s southwestern islands sit near Taiwan and the East China Sea; U.S. forces operate from b…

Omniv·8 min read
Article

What Happens If the World Splits Into Two Technology Systems?

A phone, car or AI service can look like one product. Underneath it may depend on chip designs from one country, manufacturing tools from another, fabrication concentrated in Taiwan, minerals processed elsewhere, and software distributed ar…

Omniv·8 min read
Article

Why Investors Care About Cash Flow

A company can report a profit and still run out of money. A business can grow rapidly and become less valuable. A company can have billions in revenue and still struggle to pay its bills.

Omniv Editorial·analysis
Article

What Happens When Intelligence Becomes Cheap?

Imagine a world where intelligence is no longer expensive. You can have an AI researcher. An AI lawyer.

Omniv Editorial·analysis
Article

Why Entrepreneurs Should Study Infrastructure

Because once you understand broken systems, you start noticing something else: The biggest opportunities often sit underneath everything else. Not in the app everyone uses.

Omniv Editorial·analysis