The chip startup betting against the industry roadmap
Everyone else is racing to 1.4nm. This company raised $900m to build on a node that TSMC considers mature.
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Not gadget reviews. We cover the industry as an institution: what it builds, what it costs, who it answers to, and which parts of American life it is quietly taking over.
Five stories defining the beat01Agents at the office doorMarcus Oyelaran · 1 min02The court that quietly runs the internetElliot Shaw · 1 min
$1.9TAnnounced US data-center capex through 2030
31States with an AI statute on the books
82%Of inference capacity held by four firms
18 moMedian time from filing to first rack
The series: Machines at Work
Six parts · Updated monthlyPart oneThe permission problemHow agentic software got signing authority inside three Fortune 500 companies.Marcus Oyelaran · 1 min
Part twoThe people who review the machineA shift on the exception queue at a Midwest insurer.Elliot Shaw · 1 min
Part threeWhen the audit arrivesWhat regulators actually ask for, and what companies can produce.Meridian · 12 min
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Inside the substation that AI is waiting on
Twelve minutes inside a Virginia switchyard, with the engineers who decide what gets connected and when.
Who covers this beat
Dana WhitfieldSenior energy correspondent
Elliot ShawContributing writer, Opinion
Ellis ChenTechnology correspondent
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Machines at Work
Our technology desk, once a week, with the filings attached.
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Agents at the office door
Enterprise software vendors spent a year shipping autonomous agents. Their customers spent a year building approval queues to slow them down.
Marcus Oyelaran · 1 min
The court that quietly runs the internet
A single district in Texas now hears a third of American patent litigation. Its docket shapes what ships.
Elliot Shaw · 1 min