amazon
+11
Feb 1, 2026
•
9 min read
Why Microsoft, Amazon, and Nvidia are quietly funding a single chokepoint to stop Google from owning AI defaults
optimus
+5
Dec 18, 2025
8 min read
Why the Physical AI Revolution Will Be Won by the Company That Already Moves the World’s Atoms
Dec 8, 2025
How a “desperation play” turned AWS into the unexpected winner of the enterprise AI race.
+6
Nov 13, 2025
13 min read
And Anthropic Is Best Positioned to Own the Enterprise
+8
Nov 2, 2025
7 min read
Nvidia’s is engaging in classic realpolitik: fragment hyperscaler buyer power and elevate a loyal ally–CoreWeave–until it stands as a Great House in its own right.
