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The Orbital Premium: Why Earth Can No Longer Afford AI
The ground is no longer safe for intelligence. For the past three years, the dominant narrative of the AI revolution has bee... -
The Compute Tax: Why Nvidia’s $215B Victory is a Funeral Dirge for the SaaS Era
Nvidia’s FY2026 revenue of $215.9 billion isn’t a sign of a burgeoning tech ecosystem. It is a liquidation tax. Every dollar ... -
The Ceiling of the Silicon Gilded Age: Why Nvidia's 75% Gross Margin is the Final Peak for the Generative Era
The Great Silicon Gold Rush: A Bubble Poised to BurstWhen Nvidia reported a 75% gross margin for Q4 2026, Wall Street erupte... -
The 75% Gross Margin Wall: Why Nvidia’s Record Q4 is a Trap for the $1.5 Trillion Infrastructure Supercycle
Nvidia’s 75% gross margin is not a victory lap; it is a declaration of war against the very hyperscalers who fund its existe... -
The $690B Delusion: Why the Agentic Era is a Margin Bloodbath
The dream of “zero-marginal-cost software” is dead. If you are still waiting for AI to scale with the fat 90% gross margins ...