GPUs still rule. But ASICs are rising, geopolitics is reshaping supply chains, and the hardware layer is where the real AI competition plays out.
The Chip Underneath the AI Race: Why Hardware Has Become the New Frontier
When AI Partnerships Start to Look Like Foreign Policy
Microsoft’s G42 deal shows AI partnerships are no longer just commercial moves. They’re starting to look a lot like geopolitics with GPUs.
harish.balasubramanian 