en English
Longer Reads
Jul 31, 2026
Antonin Bergeaud
and Robin Rivaton
Antonin Bergeaud & Robin Rivaton explain why technological leadership depends as much on factories and power grids as on algorithms.
La competizione AI passa da ricerca scientifica a deployment: semiconduttori e computing power diventano il fattore competitivo principale. Per team tech: capex hardware è barrier-to-entry critica; accesso ai chip conta più del talento ingegneristico nella competizione.
en English
Longer Reads
Jul 31, 2026
Antonin Bergeaud
and Robin Rivaton

Who will really win the AI race? History suggests we may be asking the wrong question. The answer may depend on more than…

The biggest story in AI may not be AI at all. It may be the growing realization that silicon is running out of road.

Every AI query by the public has electricity demand and a hidden infrastructure tax

Trust, access and geopolitical reliability are emerging as important factors, beyond models and parameters, in the global AI race…

Whoever produces tokens cheaply, at scale, has an advantage in the AI economy, just as cheap steel once decided industrial…

Construction firms excel at building. Give them clarity and certainty, and they execute. The current approval environment fails…

Guest Post -- Beyond Silicon: How AI Is Accelerating the Next Era of Computing

HEATH MUCHENA | The grid, not the GPU, may decide the AI race

Regulatory Intelligence Decides The Next Decade Of AI Infrastructure

The New Currency: Rethinking Computing Power In The Age Of AI

In the battle of the AI stacks, model quality won’t be the most decisive factor

What Thomas Edison Says About Who Will Win the AI and Battery Race

Debate over AI’s future divides Silicon Valley as China gains ground

China bets on full-stack approach to lead AI race, and crypto markets should pay attention