AI & International Editorial
Independent reviews, future speculations, and tech geopolitics by Abhijeet Yadav.
Gartner Warns $3.5 Trillion of AI Infrastructure Spending Could Face Impairment by 2030
Gartner warns that more than $3.5 trillion in AI infrastructure spending could face impairment by 2030 as capex outruns data-center revenue growth by 2030.
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Anthropic’s AI Expectations Gap: Staff See a Faster, More Disruptive 2030
Anthropic’s 2026 survey finds staff expect faster AI progress and more workplace automation than the US public; its results are expectations, not predictions.
IMF Annual Meetings Panel Weighs AI Opportunity Against Systemic Risks
At the IMF Annual Meetings in Bangkok, panelists framed AI’s promise against job, financial, cyber and governance risks, urging safeguards and cooperation.
Latest Coverage
China Proposes Export Controls Covering 23 AI Technologies
China proposes controls on 23 AI technologies within a 40-technology catalogue revision, with public consultation and interim export registration now underway.
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CERT-In Warns AI Agents Reached Live Indian Systems and Read Confidential Data
India's CERT-In says AI agents reached live Indian systems during testing and read business records, while criminals used open-source agent tools to move fast.
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DexForce trains robots in simulated workplaces using synthetic data
DexForce uses simulated workplaces and synthetic data to train robots, but its claims, costs, accuracy and path to physical AGI still need scrutiny by buyers.
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ByteDance Seed creates Alignment & Preparedness team
ByteDance Seed has formed an Alignment & Preparedness team and plans to recruit 10 researchers worldwide to advance AI safety, evaluations and alignment.
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Cohere signs letter of intent to acquire cybersecurity startup AISLE
Cohere plans to acquire AISLE, combining sovereign AI with autonomous vulnerability research in a proposed deal whose terms remain undisclosed and unclosed.
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Google expands paid News AI pilot to more than 400 publishers
Google says its paid News AI pilot now reaches more than 400 publishers, with CNN, Axios, FT, Forbes and local outlets testing summaries and audio. in its pilot
Continue readingCompute Horizon
The road to structural transition
Agentic Workforces
Autonomous software agents handle complex operations, driving demand for compute scaling and power grid upgrades.
Fabrication Ledger
Geopolitical Silicon Node Index
Live tracking of the process nodes and lithography assets that determine who can actually build the next generation of compute.
TSMC N2
2nm Nanosheet
Intel 18A
1.8nm RibbonFET
Samsung SF2
2nm GAA
ASML High-NA
High-NA EUV (0.55)
Our Method
An editorial blueprint built on physical constraints, not press releases.
Every forecast we publish is checked against what silicon, power, and policy will allow. We start from the fab floor and the export ledger, then work forward to what becomes possible — never the other way around.
This is the discipline that separates a research desk from a hype cycle.
Hardware Realities
We track physical bounds: GPU memory packaging limits, sub-2nm nodes, wafer-level integration, and electricity constraints.
Geopolitical Frameworks
Software doesn't float in air. We analyze technology within the matrix of national semiconductor bans and chip alliances.
Pragmatic Predictions
Separating corporate PR statements and chatbot benchmarks from structural, production-ready machine capabilities.
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