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 dream of “zero-marginal-cost software” is dead. If you are still waiting for AI to scale with the fat 90% gross margins ...

While hyperscalers are busy groveling before local utility boards for a few hundred megawatts of terrestrial power, the real...

Intelligence is officially a commodity. As Claude 4.5 Opus and Gemini 3.1 Pro trade blows on benchmarks that measure “correc...

AI valuation is currently a collective hallucination. The market continues to bid up software models that have yet to show a...