Models & Infrastructure
AI shifts from reasoning to execution
Reasoning is dead. AI pivots to modular skills for task execution.
Training and serving costs, chips and supply, and the research arguments underneath the models.
Models & Infrastructure
Reasoning is dead. AI pivots to modular skills for task execution.
Models & Infrastructure
Tesla taps both Samsung and TSMC to manufacture its AI5 chips, aiming for record-scale AI silicon volumes for FSD and robotics.
Models & Infrastructure
OpenAI is in talks with Gulf sovereign funds for a $50B+ round at an $800B valuation to bankroll its global AI infrastructure empire.
Models & Infrastructure
African infrastructure silos and transmission gaps risk stalling the continent's $1.5T digital economy potential.
Models & Infrastructure
OpenAI signs a $10B agreement with Cerebras to secure 750MW of inference power, signaling a decisive strategic decoupling from Nvidia.
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