The Stuff of Myth(os) – Stratechery by Ben Thompson
(Photo by Ronald Cortes/Getty Images) Welcome back to This Week in Stratechery! As a reminder, each week, every…
Can Singapore become Asia’s neutral AI hub? U.S., China firms set up shop in the country
Singapore has spent decades selling the world on the promise that it can be trusted by all sides.…
NVIDIA AI Introduce SpatialClaw: A Training-Free Agent That Treats Code as the Action Interface for Spatial Reasoning
NVIDIA Research has released SpatialClaw, a training-free framework for spatial reasoning. It targets a persistent weakness in vision-language…
Exploring the Hybrid AI and Animation Workflow Behind This Standout Short From Tribeca
In many ways, despite all the headlines and viral videos online showcasing the capabilities of the latest generative…
Nvidia RTX Spark: AI PC Powerhouse Redefines Portable Computing
Nvidia is fundamentally rethinking the portable PC, treating its new RTX Spark platform not as a traditional gaming…
Tiny capacitor, huge demand: the AI frenzy driving MLCC prices higher
Last year, it was memory chips. This year, the hottest commodity in Shenzhen’s Huaqiangbei electronics market is a…
Better Buy: AMD vs. Intel After Intel’s Monster Run
For most of the past decade, Advanced Micro Devices (AMD +5.27%) and Intel (INTC +10.75%) were moving in…
This Metal is Crucial for AI, Yet in Short Supply. Here Are 3 Top Mining Stocks to Buy to Capitalize on the Looming Deficit.
You cannot build a data center without copious amounts of copper — and that goes double for an…
Prediction: Meta’s AI Spending Will Pay Off Bigger Than Wall Street Expects
Shares of social media giant Meta Platforms (NASDAQ: META) have fallen about 28% from their 52-week high near…
He made your free video player run smoothly. Now he’s doing that for robots.
You’ve probably used VLC Media Player, the free video player with the orange traffic-cone icon — it’s been…
Optical Networking Is AI’s Most Overlooked Bottleneck. Here’s Why This Nvidia-Backed Company Is the Stock to Own.
Many discussions about the artificial intelligence (AI) market revolve around Nvidia (NASDAQ: NVDA), the world’s leading producer of…
Broadcom Builds Custom Chips for Google, Meta, Anthropic, and OpenAI. At 25 Times Forward Earnings, It’s the Cheapest Mega-Cap AI Stock Nobody Talks About.
Broadcom (NASDAQ: AVGO) is often overlooked in discussions about the AI market, which tend to focus on Nvidia’s…