Payments. AI. Commerce. Decoded. 255 articles and counting.
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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.
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.
A 64GB kit of DDR5 memory now costs more than an entire PlayStation 5.