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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…
 • Samo Burja
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…
 • Samo Burja
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…
 • Samo Burja
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…
 • Samo Burja

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…
 • Samo Burja
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…
 • Samo Burja
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…
 • Samo Burja
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…
 • Samo Burja
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…
 • Samo Burja

August 2026

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