Nov 2, 2025
Tariffs, sanctions and export controls turned leverage into the default operating system of 2025. Here’s how the doctrine works, what it costs, and the guardrails that keep power from corroding trust.
Oct 30, 2025
On October 29, 2025, NVIDIA became the world’s first $5T company. This deep dive walks through the numbers, unit economics, supply chain, concentration risks, and scenarios that help explain (or challenge) the valuation.
Oct 29, 2025
OpenAI and NVIDIA announced plans to deploy at least 10 gigawatts of NVIDIA systems — representing millions of GPUs — to build next-gen AI infrastructure. Here’s why it matters.