Investing

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How Serious Is Alphabet’s Threat to Nvidia?

Google builds its own AI chips, runs its own cloud, and controls its own models, yet still hands billions to NVIDIA every quarter. That uneasy relationship is starting to shift in ways that may…

Alex Sirois · 1 week ago

SpaceX Just Upped The Ante On Rocket Lab

Starship reaching orbit scrambles the economics for every rocket startup, and Rocket Lab and Redwire are betting on opposite strategies to survive the fallout. Only one of those bets looks smart right now.

Alex Sirois · 1 week ago