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Payments. AI. Commerce. Decoded. 250 articles and counting.
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Nvidia's Latency Premium Was Built for Humans. Agents Don't Need It.
When agents are the customer, latency stops being the binding constraint. Ben Thompson's "Inference Shift" essay names what that does to the compute build.
Arm Built Its First Chip in 35 Years. It Named It After the Technology Reshaping Payments.
The company that put processors in every smartphone on Earth just entered the data centre silicon market with a chip explicitly designed for agentic AI workloads. The infrastructure story now goes all the way down to the metal.
The AI Demand Shock: Why This Isn't Another Chip Shortage
A 64GB kit of DDR5 memory now costs more than an entire PlayStation 5.