The AI Productivity Paradox: A Central Bank Measured It
The Bank of Korea surveyed 5,512 workers: AI saves 1.5 hours a week, but the correlation with actual output is near zero. Why time saved is not productivity.
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Productivity, publishing and national strategy reveal where AI is creating value—and moving it.
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AI Data Center Stocks: Where the Capex Lands
A layer-by-layer map of AI data center capex: hyperscaler spending, Nvidia revenue, neocloud debt, REIT backlogs and grid orders, from reported figures.
Grok Bot Pricing: The $120 Door and What It Buys
Grok Bot needs a $120, $200 or $300 per month plan while Claude Cowork ships from $20. What the seat price buys and where it breaks even.
Uber and Walmart Cap AI Tokens as Enterprise Costs Surge
Uber and Walmart capped employee AI use after costs surged. Learn what token budgets reveal and how enterprises can measure AI spend, value, and ROI.
Ex-OpenAI and Ex-Anthropic Startups: The Money
OpenAI and Anthropic alumni raised billions in pre-product seeds in 2026. Verified funding for every spinout, and what the money is buying.
CXMT Stock Price: Inside the Record IPO Debut
CXMT closed 466 percent above its offer price on debut, worth 3.28 trillion yuan. What that valuation implies about the DRAM shortage.
Memory Shortage 2027: Will It Really Last a Decade?
SK hynix says 2027 will be the worst supply year ever for memory and ADATA expects a decade-long shortage. Here is how long the RAM squeeze may last.
What Is an AI Data Center? Cost, Power, and Scale
An AI data center explained: how it differs from a traditional data center, what it costs per megawatt, and why power is the binding constraint.
Will the US Ban Chinese Open-Weight AI Models?
Nearly 200 startups urged Trump not to restrict Chinese open-weight AI. Here is what a ban would target, why enforcement is hard, and the stakes.
When Will Chinese AI Models Beat US Models? 2028–2030
Chinese AI models already lead on price and open weights. A six-part scorecard shows why broad leadership is plausible by 2028–2030, but not inevitable.