TSMC: The Quiet Kingmaker of the AI Boom

TSMC makes nearly every advanced AI chip. Inside its foundry dominance, the Taiwan geopolitics, and the risks of that supply concentration.

AMD AI Chips: Can Instinct Actually Dent Nvidia's Grip?

AMD AI chips are chasing Nvidia with the Instinct MI300 line. We break down the ROCm gap, key customers, and whether AMD can win real share.

AWS Bedrock: Inside Amazon's Model-Agnostic AI Bet

How AWS Bedrock powers Amazon's model-agnostic cloud, its $8B Anthropic bet, and the fight with Microsoft and Google for enterprise AI.

Meta Llama: Why Big Tech's Biggest Company Gives Away Its AI

Why Meta Llama models are free to download, what open-weight really means, and how the open-vs-closed fight is reshaping the AI market.

Olive AI's Mirage of ROI

How the "AI co-worker" raced to a $4B valuation before hospitals realized ROI didn't add up

Canva's enterprise pivot

How the enterprise pivot from "Instagram poster maker" grew into a Fortune 500 design platform

Perplexity's $5 bet that AI can pay the press

How Perplexity is betting AI can repair the broken bargain between platforms and the press

Google's €2.95B Reckoning

How the EU's antitrust penalty on Google could reshape ad-tech markets and redefine the limits of platform power

HubSpot's freemium gamble

How a free CRM rewired the funnel, widened the moat, and built a platform. A HubSpot CRM story.