3 articles
One French company makes the engineered wafer under almost every silicon photonics chip shipping today, and it has started rationing it. A layer-by-layer read of where the AI bottleneck actually sits now.
Global VC hit $300B in Q1 2026 — 70% of all 2025 capital in a single quarter. The money concentrates in AI infrastructure, defense tech, and deeptech with real IP. For founders pitching outside those categories, the market has become considerably less forgiving.
Gallup's first-ever survey on AI data center construction finds 71% of Americans opposed — more than nuclear plants. Here's what the data says, why the backlash is accelerating, and what it means for Big Tech's $725B build-out.
