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Artificial intelligence, blockchain infrastructure, and Web3 — covered with the rigour they now demand.

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› Nvidia and the Trillion-Dollar AI Infrastructure Race› OpenAI's $300 Billion Valuation Marks AI Capital Cycle Peak› Anthropic's Claude Opus 4 Sets New Benchmark on Reasoning Tasks› AWS Reports Strongest Growth in Two Years as AI Workloads Scale› TSMC's Arizona Fab Reaches Full Volume as Geopolitics Reshape Supply› Quantum-Safe Cryptography Migration Gathers Pace Among Banks

Artificial Intelligence

Nvidia and the Trillion-Dollar AI Infrastructure Race

From Phoenix to Abu Dhabi, hyperscalers are pouring unprecedented sums into compute. The build-out is reshaping energy markets, real estate, and the geopolitics of silicon.

Marcus Chen·11 min read

Artificial Intelligence

TSMC's Arizona Fab Reaches Full Volume as Geopolitics Reshape Supply

The first U.S. campus is now producing N4-class wafers at full capacity, with N2 expected to follow in 2027.

Henry Ashford

Analysis · Cybersecurity

Quantum-Safe Cryptography Migration Gathers Pace Among Banks

JPMorgan, HSBC and DBS publish detailed transition roadmaps as NIST-standardised post-quantum algorithms move from theory to deployment.

Yuki Tanaka

Analysis · Software

Salesforce Acquires Workato in $11 Billion Cash-and-Stock Deal

The largest enterprise software transaction of the year underscores the strategic importance of integration platforms to AI-era automation.

Rafael Moreau

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