Nvidia enters a new era following Jensen Huang’s reported departure. With Colette Kress stepping into leadership, the AI chipmaker faces questions about corporate governance, export compliance and oversight of its global distribution network.
The Jensen Huang inquiry and scrutiny of Nvidia customer Megaspeed raise a practical question for Washington. How much can U.S. regulators verify about where advanced AI chips are installed and who rents the computing power they provide?
SpaceX has picked Qualcomm to help build a nationwide US 5G network. Starlink plans to combine the capacity of ground towers with the reach of satellites. Can revenue from mobile subscribers, carrier partners and industrial fleets pay for the rollout?
Marvell’s proposed acquisition of Lumentum puts control of AI’s optical connections under scrutiny. Beyond faster data transmission, the deal raises questions about manufacturing capacity, customer dependence and whether tighter integration can generate returns that justify its valuation.
AI adoption can accelerate while infrastructure returns weaken. As America’s technology giants expand computing capacity, Altair Media US examines the pressure on cash flow, equipment lifetimes and financing—and asks whether the infrastructure can pay for itself.
T-Mobile sees no room for a SpaceX MVNO agreement while developing AI infrastructure with AWS, Nokia and NVIDIA. Its choices raise a wider commercial question: who controls the customer relationship, carries the service risk and captures the revenue as mobile networks take on AI workloads?
Google’s Project Suncatcher has generated an AI response from orbit. Turning that demonstration into competitive computing capacity requires answers on cooling, radiation, connectivity and launch costs. Can the economics support the ambition?
Starlink Mobile could reshape American telecoms by combining satellite coverage with terrestrial infrastructure. Six questions examine whether SpaceX can turn vertical integration into competitive everyday service—and what its ambitions mean for incumbent carriers, infrastructure owners and consumer choice.
A $25 billion judgment against Meta puts a price on misleading privacy promises. With 15% annual interest attached, New Mexico raises the stakes of enforcement. But will financial pressure translate into verifiable user control—and what can Europe learn?
Wall Street is becoming more selective about the price of technological promise. Delayed IPOs raise five questions about valuations, investor expectations, shareholder exits and the balance between financial discipline and the capital required to build tomorrow’s businesses.
