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($) Nebius Earnings: A GPU Cloud Masterclass
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Topics: GPU Cloud •

($) Nebius Earnings: A GPU Cloud Masterclass

  • Kevin Xu

    Kevin Xu

    Author and founder of Interconnected. See "About Interconnected" for more information.

    More posts by Kevin Xu.

    Kevin Xu

Kevin Xu

12 Feb 2026

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Topics: AI•

Does AI Have a Zero-Sum Problem?

If you follow AI news, or general tech and business news, your timeline and inbox may likely be flooded soon with one image – a photo of Sam Altman and Dario Amodei refusing to hold hands on stage at the India AI Impact Summit in
  • Kevin Xu
    Kevin Xu
Kevin Xu 19 Feb 2026
Topics: Quarterly and Annual Letters•

2025 Annual Letter: Technology is the Cake, Geopolitics is the Icing

Welcome to Interconnected Capital’s 2025 annual letter.  To new and old readers alike, a friendly reminder: I run a global technology long-only fund focused on investing in both the hardware and software “picks and shovels” of the interconnected global digital AI economy. I
  • Kevin Xu
    Kevin Xu
Kevin Xu 9 Feb 2026
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