Analysis

DeepSeek achieved comparable results to Western AI leaders while using significantly less computational power, bypassing US containment efforts.

Tech firms challenge traditional defence giants with a new business model, potentially reshaping the $850B military-industrial complex.

Databricks aimed to raise $3-4B but received $19B in investor interest, highlighting extraordinary market enthusiasm for AI infrastructure companies.

China's investigation of Nvidia comes amid escalating tech tensions and represents the complex interplay of national interests in global AI development.

What people read, hear, and believe—regardless of how rational or true any of it is—affects stock prices globally and influences voting behaviour. The fact that two-thirds to three-quarters of voters are losing faith in the democratic process.

OpenAI actively seeks legal protection for innovations while building tech using copyrighted materials, highlighting contradictions in AI's intellectual property landscape.