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30 for “data-centres”
Article
AI Is Not Just a Software Revolution
AI began as a software story. Algorithms. Neural networks.
Article
The AI Companies Building the Models vs. the Companies Building Everything Around Them
The AI market is often presented as a battle between model companies. But there are actually several businesses hiding inside the AI economy. They build foundation models.
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?”
Article
The Coming Battle Over AI Compute
There is a simple reason compute matters: You cannot run AI without it. And the more capable AI becomes, the more important the underlying computational system becomes.
Article
The Difference Between Price and Value
A house is listed for $500,000. Someone offers $450,000. Another person offers $520,000.
Article
The Geopolitics of Artificial Intelligence
AI is often described as the next technology revolution. But it is also becoming a geopolitical one. Because advanced AI depends on things that governments already care deeply about:
Article
The Infrastructure Wars Nobody Is Talking About
There is a visible technology war. AI companies compete. Cloud providers compete.
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.
Article
The New Race for Space
For decades, space looked like the domain of governments. The United States. Russia.
Article
The New Solo-Founder Economy
There was a time when starting a serious company required a team. A designer. A developer.
Article
The Physical Internet: What Exists Behind the Cloud
The internet feels weightless. You open an app. A page loads.
Article
The Race to Control the AI Infrastructure Layer
The public sees AI through applications. Chatbots. Image generators.
Article
The Startup Ideas Hiding Inside Broken Infrastructure
When people search for startup ideas, they usually look at screens. Apps. Websites.
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.
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.
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.
Article
What Investors Actually Mean When They Say "Moat"
Investors love the word moat. A company has a moat. A startup is building a moat.
Article
What We Still Don't Understand About the Brain
We have mapped neurons. We can record electrical activity. We can watch parts of the brain activate while people see, speak, remember, decide and sleep.
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.
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Why AI Needs More Than Better Models
There is a seductive idea in AI: Build a smarter model and everything follows. But intelligence doesn't exist in isolation.
Article
Why Data Centers May Matter More Than AI Startups
Every AI startup needs somewhere to run. That creates an interesting inversion. The startup may receive the attention.
Article
Why Every Country Wants Its Own AI Stack
There was a time when governments could treat software as something largely supplied by the private sector. AI is making that increasingly difficult. Because AI is becoming relevant to:
Article
Why Infrastructure Attracts Long-Term Capital
There is a reason pension funds, sovereign wealth funds, insurance companies and other long-term investors keep looking at infrastructure. It isn't because infrastructure is exciting. Most infrastructure is the opposite of exciting.
Article
Why Quantum Computing Is So Difficult
Quantum computing is often described as if someone simply discovered a faster kind of computer. That's not really what happened. A quantum computer isn't a normal computer with better processors.
Article
Why Timing Matters More Than Most Founders Admit
A great idea can fail. A mediocre idea can become enormous. The difference isn't always execution.
Project
Artificial Intelligence
Omniv Editorial knowledge graph
Project
China
China’s state, market, and technology system
Project
Congress
The legislative branch of the United States
Project
Critical Minerals
Materials essential to technology, energy, and industry
Company
CXMT
A Chinese memory semiconductor manufacturer