The Next Protocol War: Who Owns the Global Scale Computer?
Why the focus moves from GPUs to standards and the Global Scale Computer We’ve been telling ourselves the wrong story. The winner in AI won’t be the lab with the…
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Microsoft’s Nebius Power Play: Why Multi‑Year GPU Contracts Are Beating the Bubble Talk
The Quiet AI Land Grab: Microsoft Locking Up Amsterdam-based Infrastructure , Not Clicks Signals vs. Noise Another day, another “AI bubble” headline. Meanwhile, the real action is happening in contracts,…