4 min readTSMC Q1 2026 earnings hit $35.9B revenue and 66.2% gross margins. Here’s what those numbers reveal about AI infrastructure durability and TSMC’s pricing power.

6 min readAI’s power demand has outpaced the grid. With interconnection queues stretching eight years in PJM and over 2,600 GW of pending capacity requests, Microsoft, Amazon, and Google are bypassing the public grid entirely — contracting directly with nuclear generators and, in Amazon’s case, buying the campus next to the plant.

7 min readThe Trump administration rescinded Biden’s AI export control framework two days before its compliance deadline and replaced it with executive deals, including a revenue-share on Nvidia’s China chip revenues.

6 min readInference costs have fallen 280-fold since 2022, yet only 5% of enterprises report sustained AI returns at scale. The gap between falling token prices and actual total cost of ownership — driven by integration complexity, model maintenance, and the human oversight tax — explains why cheap inference has not translated into profitable AI deployment.

5 min readWhat began as a voluntary AI safety body has quietly crossed into national security territory. According to industry reporting — including coverage by RoboRhythms and corroborated by policy analysis from …

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7 min readAI already operates inside critical infrastructure under existing mandates. The coverage map for energy and finance has real obligations and real gaps. An analysis of what regulators actually require.