Tag: Semiconductor

2 posts

AI Agents Go to Production: Inside the Infrastructure Gold Rush

March 2026 marked a decisive inflection point. AI agents graduated from demo-stage curiosities to mission-critical enterprise workloads, backed by a hardware infrastructure arms race measured in gigawatts and trillions of dollars.

Attila · 3/18/2026 · 7 min read

The Chip War Escalates: How U.S. Export Controls Are Reshaping Global Tech

U.S. export controls on advanced semiconductors have entered their fifth year. The strategic logic is clear; the strategic outcomes are increasingly ambiguous. China is not standing still, and the collateral damage to allied economies is becoming harder to ignore.

Attila · 2/10/2026 · 7 min read