
The Sovereign Compute Alliance: How Apple and Meta Are Poised to Cannibalize Cloud AI
From a $10 billion ad feud to the desktop: why open weights, unified memory, and Apple silicon threaten the per-token business of cloud AI

From a $10 billion ad feud to the desktop: why open weights, unified memory, and Apple silicon threaten the per-token business of cloud AI

or “How to serve 1 Billion Tokens per day in a 45 kW rack”

Your data never leaves the building and your CFO never sees a token bill.

The people who packed the Tucson city council chambers on the sixth of August, 2025, had been told almost nothing, and what they had figured out on their own was enough.
In early May 2026, two University of Toronto students, Luthira Abeykoon and Krish Chhajer, built something unusual. They took a tiny, simplified language model — the kind used to teach students how…

Valve’s living-room console is finally real. After a false start in 2015 and a decade of Steam Deck groundwork, the Steam Machine shipped on June 30, 2026, as a compact, first-party cube that plugs…

A couple of years ago, the whole technology world was worried about one thing: chips. If you couldn’t get your hands on the right graphics processors, you were out of the race. Silicon was the prize…

There is a version of on-premises AI that most organizations are building right now, and it is quietly underperforming in ways that are difficult to diagnose. The symptoms are familiar: the model…

When we think of artificial intelligence datacenters, our minds typically conjure images of hyperscale server racks, humming cooling systems, and massive power grids. They are often viewed as…

The physical footprint of artificial intelligence is expanding at a staggering pace. To support the computational models driving modern commerce, healthcare, logistics, and scientific discovery…