Reading Time: 5 minutesOpenAI and Broadcom have unveiled Jalapeño, a custom ASIC designed in roughly nine months that will let OpenAI reduce its dependence on Nvidia GPUs and move toward full-stack infrastructure control. The chip is slated for deployment later in 2026 and full scaling through early 2028, timed strategically with OpenAI’s IPO ambitions.
Reading Time: 6 minutesGoldman Sachs projects $7.6 trillion in cumulative AI capital expenditure from 2026 to 2031 — roughly 25% of annual US GDP — split across compute, data centres, and power infrastructure. This essay examines what that scale of private capital allocation signals about the structural forces reshaping technology, energy, and global economic strategy over the next decade.
Reading Time: 4 minutesSpaceX’s record $75B IPO reflects Wall Street’s bet on space-based AI infrastructure as terrestrial data centers face scaling constraints. The trillion-dollar valuation prices orbital computing potential alongside traditional space business, though practical viability remains unproven.
Reading Time: 3 minutesAnthropic’s Model Context Protocol hit 97 million installs in March 2026, making it the fastest-adopted AI infrastructure standard ever. Here’s why this changes everything for businesses and professionals.