







The U.S. taking an equity stake in Intel is a terrible idea; it also happens to be the least bad idea to make Intel Foundry viable.
Nvidia invests $5 billion into Intel to jointly develop PC and data center chips
Intel will help build x86 chips with Nvidia RTX GPU chiplets

Don’t Believe the Hype — or Doom — About AI
For America’s VC-dominated tech industry, AI hype isn’t just a crazy by-product — it’s a structural part of the US economy in which capital tries to write our destinies. We shouldn’t let it.

They just formed the biggest tech worker union in the US. They plan to rein in AI and curb layoffs
"Who AI benefits and who it immiserates often is based on who gets to decide how it’s used. We know how tech is used on the day to day. We should be at the table as well."

Protected by its moat, Apple has time to get AI right
Best of all, the hardware it sells today will run whatever Apple comes up with.

Would You Just Look At This Shit
Even if you put AI ethics and tech's support of fascism aside (which you shouldn't), the quality control at major tech companies has become an embarrassing and dangerous mess as they try to justify years of hype.

World Bank warns developing countries to embrace AI or be left behind
The World Bank on Tuesday called on developing countries to embrace artificial intelligence technology tools to deliver better governance outcomes, warning that they risked being left behind if they…

The Geopolitics of AI Infrastructure - Dylan Patel, SemiAnalysis
More US firms turn to China’s DeepSeek over pricey Silicon Valley AI
DeepSeek takes top spot on ‘trending’ list as companies look for alternatives to OpenAI and Anthropic, spending tracker’s report says.

Five US tech giants' hidden debts soar to $1.65tn on opaque AI funding
Data center leases, GPU supply contracts raise liabilities at Meta, Oracle, Nikkei study shows

With the backlash to data centers, Flock and AI glasses, a mass opposition to big tech is underway. Silicon Valley is in denial.
The backlash against data centers is difficult to understand if your salary depends on your not understanding it.

EU Wants To Break Up With US Tech
Wary of being vulnerable to the whims of foreign governments, the European Union is preparing far-reaching new moves to ditch American digital companies and Chinese chips in favour of European alternatives.

The most brilliant move in corporate history?
In a bold departure from its Big Tech peers, Apple sidestepped the $650 billion AI infrastructure spending frenzy, a move likened to opting out of purchasing the US Navy annually. While Amazon, Goo…

EU-AI | Igor L.
The geopolitical landscape is shifting from physical borders to digital infrastructure. Here is a factual breakdown of how a $500 billion investment in "Sovereign AI" is changing global power dynamics. The Shift: From Land to "Substrate" Historically, a nation’s power was defined by its territory and legal systems (the Westphalian model). Today, power is increasingly tied to the compute substrate—the physical hardware and energy required to run AI. 1. Infrastructural Enclosure The "Sovereign Compute Coalition" (SCC) represents a massive consolidation of power. Major private entities are acquiring the three pillars of modern national strength: * Hardware: High-end AI chips (e.g., Nvidia). * Energy: The massive power grids needed to fuel them. * Data Centers: The physical "brains" of the digital economy. 2. The Rise of Technocracy As private companies own these essential tools, governments may find themselves in a position where they effectively "rent" their ability to govern. This moves decision-making power away from elected officials and toward those who control AI infrastructure. 3. Europe’s Strategic Response Europe is launching several initiatives to avoid becoming a "client state" of foreign tech providers. The strategy focuses on four main channels: * 8ra Initiative: Building a decentralized, multi-provider cloud-edge architecture to ensure data remains under European control and interoperable across borders. * ReArm Europe: A strategic defense package (presented in March 2025) aimed at boosting industrial competitiveness and reducing strategic dependencies in technology and defense. * Sovereign LLMs: Developing domestic models, such as Mistral, that are designed to align with European data privacy standards and cultural values. * Energy & Procurement: Using public procurement and new regulatory frameworks to create demand for homegrown, sustainable energy-efficient compute solutions. The goal of these moves is #DigitalSovereignty : the ability for a region to control its own digital destiny without relying exclusively on transnational monopolies. Data tells the real story. Are you following it? Follow #datanomics
‘Spy Sheikh’ Bought Secret Stake in Trump Company
$500 million investment for 49% of World Liberty came months before U.A.E. won access to tightly guarded American AI chips.
Alex Cheema on Twitter / X
It’s kind of crazy but the shitstorm of supply chain issues has created a new best-in-class local AI deployment: M5 Max MacBook clusters.- The memory unit economics are great - each MacBook has 128GB @ 614GB/s for $5k- M5 Max added tensor cores (Apple Neural Accelerators) with… https://t.co/f8STQ0tLZs pic.twitter.com/FLm3oOnyEl— Alex Cheema (@alexocheema) May 14, 2026

Why AI companies can’t be trusted to self-regulate
From aviation to banking, high-risk industries are subject to independent oversight and meaningful penalties. AI companies should be no exception.
