6 min read
As oil hits $100 and the Red Sea turns contested, the AI industry is racing toward cheap abundance, and the winners will be those who use one to defend against the other.
6 min read
As oil breaks $100 and new tariffs land, the corporate story that AI is quietly reshaping work becomes both more convenient and harder to challenge.
6 min read
An oil shock, a sandbox escape, and a utility pledge arrived on the same day, and together they reprice the AI trade as a constrained story rather than an open-ended one.
6 min read
Chinese labs are giving away frontier-grade AI, and the durable value is migrating to chips, devices, and geography while energy costs climb.