The UK government announced a £1.1 billion ($1.47 billion) AI Hardware Plan on June 8 during London Tech Week, aiming to build a domestic AI chip sector and capture 5% of the projected $1 trillion glo…
Former Intel CEO Pat Gelsinger, now a general partner at Playground Global, said at Ai4 2026 that today's GPUs are power inefficient and computationally limited, arguing that AI's future depends on im…
PicoJool CEO Al Yuen argues that GaAs VCSELs at 200G/lane are the pragmatic choice for scaling optical interconnects, citing unconstrained supply versus indium phosphide and a roadmap to 12.8T via 8×2…
AI executives including Pat Gelsinger and Lumentum report demand is nearly unlimited, with energy as the only constraint, but chip and data-center stocks are volatile as the PHLX chip index's 60% year…
Justin Ernest invested nearly $500 million into high-profile startups including Anthropic, Databricks, and SpaceX over the past year without launching a traditional venture capital fund. Instead, his …