There’s something almost unreal about the scale of Nvidia’s latest quarter. Revenue landed at $57 billion, up 62% year-over-year and 22% sequentially, and the market barely blinked. In any normal era, those numbers would trigger a collective jaw-drop across Wall Street — but Nvidia is no longer being measured against normal companies. It’s being measured against its own … [Read more...] about Nvidia Q3 FY2026 Earnings: Still the Center of Gravity in the AI Super-Cycle
Reports
Ghost Kitchens as Infrastructure: The Shift from Restaurants to Intelligent Food Networks
Ghost kitchens are finally entering the strategic clarity phase, where the question is no longer whether the model is disruptive but rather which configurations are economically resilient, defensible, and scalable. When the breathless experimentation settles, three trajectories appear to carry structural staying power — each transforming the kitchen from a simple production … [Read more...] about Ghost Kitchens as Infrastructure: The Shift from Restaurants to Intelligent Food Networks
Why are AI stocks falling if Anthropic is buying $30B of Azure capacity?
There’s a strange kind of irony watching the announcement that Anthropic is securing roughly $30 billion worth of compute capacity from Microsoft and Nvidia circulate through the news cycle, an announcement that not so long ago would probably have sent AI-related equities straight up. Instead, the AI segment of the market slumped, traders sold into the news, risk models … [Read more...] about Why are AI stocks falling if Anthropic is buying $30B of Azure capacity?
Sony’s Spark, and the Strange Quiet That Followed
There was a moment — and anyone who lived through the DSLR-to-mirrorless shift remembers it vividly — when Sony felt dangerous. Not in the playful marketing way or incremental “2% improvement per year” way. No, Sony came in like an outsider who didn’t care about legacy, storage room full of EF glass, or what the “serious photographers” thought. It was bold, maybe borderline … [Read more...] about Sony’s Spark, and the Strange Quiet That Followed
Celero Communications Secures $140M to Push the Optical Frontier of AI Infrastructure
There’s a quiet but very real shift happening in the AI ecosystem, and it isn’t about GPUs, model architectures, or agent workflows—it’s about the fabric connecting everything together. And today, Celero Communications just put a very loud marker down in that space with a fresh $100M Series B led by CapitalG, bringing its total funding to $140M and signaling that the “plumbing” … [Read more...] about Celero Communications Secures $140M to Push the Optical Frontier of AI Infrastructure
NTT R&D Forum 2025, Tokyo — When Quantum Stops Being Theory
There’s something quietly electric about the idea of an industry gathering where nothing is hypothetical anymore. Tokyo in late November already has that crisp, winter-is-near sharpness in the air, and NTT’s annual R&D Forum feels perfectly timed for this moment—right when quantum computing stops sounding like academic futurism and starts looking like an industrial play. The … [Read more...] about NTT R&D Forum 2025, Tokyo — When Quantum Stops Being Theory
IIFES 2025, November 19–21, 2025, Tokyo Big Sight
There’s a certain atmosphere you only find at events like this — a mix of precision engineering, future-leaning technology, and the quiet confidence of industries that literally keep the world running. IIFES 2025 is exactly that kind of gathering. Hosted at Tokyo Big Sight from November 19 to 21, it brings together automation, control engineering, advanced measurement systems, … [Read more...] about IIFES 2025, November 19–21, 2025, Tokyo Big Sight
China Played Trump, Again: Soybeans, Strategy, and Leverage
There’s a strange quiet hanging over the American Midwest this season — not the peaceful kind, but the kind that comes when storage silos are full, contracts are stalled, and phones aren’t ringing. China, once the largest buyer of U.S. soybeans, has barely touched the American crop this year. One report states bluntly that China “has not bought a bushel of soybeans” from U.S. … [Read more...] about China Played Trump, Again: Soybeans, Strategy, and Leverage
Accelerated Computing and the New Scientific Stack: A Turning Point With Long-Term Implications
There’s a quiet but unmistakable shift underway in the computing world, and it’s reshaping scientific research, industrial simulation, and AI infrastructure faster than most institutions can adapt. The latest figures from industry leaders make something clear: accelerated computing is no longer the specialist option — it is the default for high-performance computing. CPU-only … [Read more...] about Accelerated Computing and the New Scientific Stack: A Turning Point With Long-Term Implications
Cloudflare Acquires Replicate: A Shift Toward Seamless AI Deployment for Developers
Cloudflare’s acquisition of Replicate marks a decisive step in the evolution of AI deployment — not as a niche capability but as a standard layer of modern software development. Rather than framing the deal as an infrastructure consolidation, Cloudflare positions it as a way to remove friction in how developers access, deploy, fine-tune, and operate AI models. The message is … [Read more...] about Cloudflare Acquires Replicate: A Shift Toward Seamless AI Deployment for Developers
