AI Unpacked

AI Unpacked Welcome to this week’s edition of AI Unpacked , where we break down the latest developments in artificial intelligence and what they mean for today’s financial landscape. In this issue, we cover new momentum in AI chips and infrastructure, geopolitical shifts around semiconductor exports, the expanding role of space in computing, and how macroeconomic pressures are shaping the industry. AI Infrastructure Race Accelerates as Nvidia Dominates the Conversation The ar

AI Unpacked Welcome back to AI Unpacked , your weekly briefing on the biggest developments shaping how artificial intelligence is moving from labs into the real world. This week, the spotlight turns to the most dramatic rupture yet between Silicon Valley and Washington — a high-stakes showdown between AI safety and military power that ended with a government ban, a rushed rival deal, and a stunning irony: the banned AI was still being used in combat while the ink on the ban w

AI Unpacked Welcome back to AI Unpacked, your weekly briefing on the biggest developments shaping how artificial intelligence is moving from labs into the real world. This week, the spotlight turns to a quieter but potentially more important shift: AI isn’t killing software — but it is forcing the industry to grow up fast. Across public markets, private credit, and venture capital, software is being repriced from “guaranteed growth engine” to “AI-exposed infrastructure.” Stoc

AI Unpacked Welcome back to AI Unpacked, your weekly briefing on the biggest developments shaping how artificial intelligence is moving from labs into the real world. This week, the spotlight turns from Silicon Valley to Beijing, where China’s military is rapidly expanding its use of AI to power drone swarms, autonomous weapons, and battlefield decision systems. From hawk-inspired combat algorithms to university-built “kill webs,” China’s approach offers a revealing look at h

Jan. 12 – Jan. 16 AI Unpacked Welcome back to AI Unpacked, your weekly briefing on the biggest developments shaping the AI landscape. This week, headlines were dominated by OpenAI’s move toward advertising, China’s rapid AI progress, and the escalating global competition over chips and technological leadership. Here’s what mattered most. OpenAI Plans to Test Advertising on ChatGPT OpenAI has announced plans to begin testing advertisements on ChatGPT, marking a significant shi

Week 8: Jan. 4 – 10 This week’s article looks at the recent tech IPO market, what 2026 may hold, and how those shifts could shape the future of artificial intelligence. After a drought caused by rising interest rates and market volatility, public markets are reopening cautiously. AI sits at the center of that reopening, not just as a buzzword, but as a revenue-generating force investors now expect to perform. Recent Tech IPOs The past year has shown that public markets are wi