cloud-computing
The Race Everyone Is Watching Is Not the Race Being Run
Amazon’s AI chief said this week that the company has fallen behind OpenAI and Anthropic, but sees a path to catch up in the coming year. CNBC’s account of how Amazon lagged the frontier labs and expects to close the gap is a calm piece of reporting about a calm and honest admission, and it…
The Infrastructure Is the Argument
$340 billion a year. That is the annualized pace of US large-computer imports as of March 2026, a figure that arrived quietly in a trade data release and did not get nearly the headline it deserved. Not because it is boring, but because it is almost too clarifying. The AI boom is not primarily a…