One consequential, under-told story at a time: AI, chips, cloud, wireless, spectrum, connectivity. Every claim is sourced, the take is honest, and the reporting comes from deep inside the industry — no hype, no press-release stenography.
Ordinary smartphones can now reach satellites from places no cell tower covers — a feat engineers considered impractical a few years ago. One change to the global 5G standard made it work, and it has set off a multibillion-dollar scramble for the dead zone.
The next generation of Wi-Fi keeps the same top speed as Wi-Fi 7 — deliberately. Instead of a bigger number, IEEE 802.11bn targets the reliability failures that actually break a connection.
The industry obsesses over GPUs, but on a giant AI cluster the chips spend much of their time idle — waiting on the network between them. That has touched off a quiet, high-stakes race to own the wire.
The world's largest tech companies are spending record sums on artificial intelligence. The binding constraint on their plans is no longer chips or software — it's electricity, and a handful of unglamorous companies are positioned to profit.
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