Cloud War

Topics: Cloud War• AI•

($) Two Charts That Matter in Mary Meeker’s AI Deck

Topics: Cloud War• AI• Middle East•

The Middle East Swings to American AI

With two important, long-term implications

Topics: Cloud War• AI• CoreWeave•

CoreWeave vs Nebius

Training Machine vs In-Production Inference

Topics: Cloud War• AI•

Was Zuck Right about Chinese AI Models?

Model censorship happens in the cloud

Topics: Cloud War• Nvidia• Antitrust•

($) Why is China Investigating Nvidia: Blackwell

And another chip on the table for a grand bargain

Topics: AI• Cloud War•

($) The US-China AI Gap Widens in 2026

Nvidia Blackwell moves the "chip war" to the "cloud war"