The Chip Boom Has Found Its Breaking Point
The global semiconductor sell-off is not simply another correction in an expensive sector. It is the moment when two assumptions that sustained the artificial-intelligence boom...
Tag: AI revolution
The AI Revolution’s Weakest Link Is No Longer the Processor
For most of the history of computing, faster processors defined technological leadership. Every generation of chips delivered more computing power, allowing software to become more...
China’s AI Export Machine
For years, investors have debated whether China could escape the structural slowdown of its domestic economy. The latest trade data suggest that, for now, it...
The AI Bubble’s First Crack?
For the past two years, the investment case for artificial intelligence has been remarkably simple. Demand appeared limitless, hyperscalers announced ever larger capital expenditure plans,...
The AI Bubble Meets Reality
For nearly two years, investors have treated artificial intelligence as a one-way trade. Every announcement of a new data centre, every increase in computing capacity...