Touring Taiwan with Lex Fridman, Jensen Huang argued that denying chip sales abroad cannot secure the nation if it starves the very domestic innovation required to outpace rivals.
By Adele Rutherford ·
Microsoft is loading expensive silicon onto Windows laptops to run autonomous agents, but enterprise management headaches and Linux developer habits make the platform sellable rather than shippable.
By Nikhil Raghavan ·
As Nvidia and venture capitalists fight over software moats and board seats, the real cost of the AI boom is being offloaded onto the power grid and the consumer.
By Imani Sutton ·
President Trump traded mandatory safety rules for a voluntary industry pledge and a marketing rebrand, leaving no mechanism to police frontier models when they fail.
By Nikhil Raghavan ·
President Trump ordered federal agencies to replace artificial intelligence with super intelligence, trading technical reality for a rebranding campaign that lacks the enforcement machinery to change how technology actually works.
By Nikhil Raghavan ·
While TBPN hosts debate whether AI accelerates economic growth, real history proves trade policy created the disruptions that software efficiency cannot repair.
By Ray Dombrowski ·
The phone call was not a conversation; it was a coronation.
By Sophie Naimi ·
I’ve spent my life watching people in far-off cities try to tell us how to manage the ground we stand on. Whether it’s a bureaucrat in D.C.
By Ruth Behrens ·
When the most powerful man in the world calls the CEO of the most valuable company on earth, the conversation usually happens behind closed doors, mediated by a dozen aides and a…
By Maya Ellison ·
On Monday, President Donald Trump decided to conduct a policy briefing via speakerphone.
By Nikhil Raghavan ·
Jensen Huang argues that the shift toward commoditized intelligence renders the static moat a fallacy.
By Nikhil Raghavan ·
On Thursday, September 3, 2026, Jensen Huang decided that owning the hardware was no longer enough; he wanted to own the directory.
By Adele Rutherford ·
The latest round of capital flowing from Nvidia to MediaTek is not merely an investment; it is a declaration of intent regarding who controls the next generation of computational infrastructure.
By Dana Whitfield ·
The numbers are, by any metric—and I mean this in the most literal sense—staggering.
By Nikhil Raghavan ·
The numbers coming out of Nvidia are staggering—$92 billion expected revenue for the quarter, according to Euronews’ analysis.
By Grant Colby ·
It is always the periphery that feels the squeeze first. We are told this AI boom—this colossal race to build computational gods—is merely an investment cycle, a necessary cost of progress.
By Aoife Gallagher ·