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Technology
First published
Measure the full cost of correctly completed work, not just model usage. Retries and human corrections can erase apparent AI savings.
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Outcome updated ·
Partly following · Correction
On 11 November 2026 Senators Elizabeth Warren and Chris Coons publicly requested document preservation and a congressional briefing concerning reported Nvidia-related export-control and counterintelligence questions. On 12 November,…
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Nvidia's board announced an independent investigation while saying it had no reason to believe secrets were compromised.
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First published
GE reports US$12.9 billion in Chinese engine and service agreements, alongside an established maintenance network.
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First published
We think the first reliable money from humanoid robots may go to companies that make robots useful inside existing workplaces, rather than to whoever builds the most human-looking machine.
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In other words, a finished building is not necessarily a working AI service.
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First published
Ulanqab’s data-centre expansion may create work for cooling and monitoring suppliers, but efficient systems are already operating.
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First published
Taiyo Yuden’s capacitor orders outpace sales, while high-grade AI components face selective supply pressure.
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First published
Japan's emergency cyber budget and Trend Micro's separate licensing-credit proposal could create work for investigators and security-service partners.
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First published
AI can uncover exploitable software flaws faster, potentially moving the bottleneck toward safe, verified repairs.
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Outcome updated ·
Partly following · Milestone
Ainos announced on 12 November 2026 at 08:30 EST (21:30 SGT) a signed US$9 million purchase agreement with ASE for 5,000 additional AI Nose chemical-sensing systems. A US$4.5 million deposit is contractually due within 60 days of signing,…
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Taiwan approved ASE’s NT$123.7 billion packaging investment plan; equipment suppliers could receive orders before new production generates revenue.
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Outcome updated ·
Partly following · Correction
EuroCDP had already welcomed Cadence as a chip-design tools provider in September, before our 5 November Signal. Arm announced its own EuroCDP framework agreement on 21 September. Our original Cadence and Arm wording missed those…
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Europe’s €525 million chip-design initiative could create work for tool and engineering suppliers before new chips sell.
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Starlink’s planned American phone network could create work for ground-site owners and contractors before subscriber revenue arrives.
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First published
A shared cart makes products easier to gather, but not necessarily easier to use together.
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