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May 2026

AI 2026: TSMC Risks Being a Bottleneck on AI Progress
The world's most valuable chipmaker is a repository of unique industrial expertise. Its businesslike conservatism about AI however risks the company's…
 • Samo Burja
TotalEnergies is the Energy Champion Europe Needs But No Longer Wants
France's energy giant is not just an oil and gas extractor but a vertically integrated refiner, transporter, and electricity provider. Despite multiple…
 • Samo Burja
Foxconn is Buoyed By Nvidia
The world's largest electronics manufacturer has gotten a second wind from the boom in demand for AI hardware. Its core business model however remains…
 • Samo Burja
Rheinmetall is Rearming Europe But Possibly For the Wrong War
The German defense conglomerate is a key manufacturer of armored vehicles. Higher defense spending will boost production, but it remains unclear if the…
 • Samo Burja

April 2026

Masayoshi Son’s Alliance With OpenAI
The charismatic SoftBank founder and CEO is one of the best fundraisers in the world. He has tied the fortunes of his enormous venture investment funds…
 • Samo Burja
Israel’s Unit 8200 is an Early Adopter of AI in Warfare
Israel's elite signals intelligence unit mobilizes tech talent for national security and incubates successful startups. Its wartime use of AI showcases…
 • Samo Burja
The Pentagon Attempts to Crack China's Rare Earths Monopoly
Rare earth elements are key to modern industrial, consumer, and military technology. China's dominance in rare earths mining, refining, and…
 • Samo Burja
Why Neoclouds Are Vital to AI Startups
Commodity compute is key to making new AI research breakthroughs. AI startups and Nvidia have allied with financial firms to prevent this commodity from…
 • Samo Burja

March 2026

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