Bismarck Brief

Quantum Computing Continues Very Slow Progress

Militaries and intelligence agencies are persuaded of the strategic potential of quantum computers and sensors. Technology companies with more…

Nov 4 • Samo Burja

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October 2026

Corning’s American Tradition of Knowledge in Materials Science

It made Thomas Edison’s first light bulbs and today mass-produces key parts for AI chips and data centers. Corning shows how U.S. firms can advance…

Oct 28 • Samo Burja

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Jensen Huang is the Most Important Live Player in AI

The man behind Nvidia sees new advances in artificial intelligence as just one of many revolutions his company’s chips will enable. His next goal is a…

Oct 21 • Samo Burja

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The Exotic Glassmaker Expanding Into Semiconductors and Robotics

Lens Technology is the world’s premier manufacturer of touchscreens. Its founder and CEO is the world’s richest self-made female billionaire and is…

Oct 14 • Samo Burja

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How Bismarck Brief Outperforms the Market

Five years of data show the stock price performance of publicly-traded companies after they are profiled in Bismarck Brief. Semiconductor, AI, and live…

Oct 8 • Samo Burja

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Marine Nuclear Reactors Are Economic Low-Hanging Fruit

Nuclear reactors have been used at sea as long as they have been used on land. Their potential for cargo ship propulsion and mobile offshore power is…

Oct 7 • Samo Burja

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September 2026

Small Modular Reactors Find Big Customers in AI

Smaller nuclear reactors with mass-producible parts were meant to be a solution to nuclear plant cost overruns and delays. Though this never panned out…

Sep 30 • Samo Burja

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AI 2026: Optics and Lasers Hold Great Potential For AI Computing

Light has many advantages over electricity as a medium for data transmission and perhaps even computation. The semiconductor industry is vigorously…

Sep 23 • Samo Burja

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Ground Drone Warfare Will Roboticize Armies

The same technological advances behind aerial drones are now making ground drones, wheeled or tracked, a staple of the modern battlefield for both…

Sep 16 • Samo Burja

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Iconiq Capital and the Evolution of the Family Office

Many of the world’s wealthiest and most famous people entrust their personal fortunes and the logistics of their daily lives to the management of one…

Sep 9 • Samo Burja

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AI 2026: China’s Memory Chip Champions

CXMT and YMTC are China's premier manufacturers of memory chips, which have become integral to developing and using frontier AI models. They are young…

Sep 2 • Samo Burja

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August 2026

Mercedes-Benz and the Future of Internal Combustion Engines

Germany’s most valuable auto maker retains its luxury reputation and hallowed tradition of knowledge in mechanical engineering, but lacks the ability to…

Aug 26 • Samo Burja

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