Latest Insights on CEI

How are everyday Americans affecting the AI buildout? The AI Boom Is Facing a Revolt The AI buildout has run into bottlenecks with GPUs, memory and power infrastructure. Ian says a new bottleneck might prove insurmountable.
How is AI causing us to ask the same questions we asked after splitting the atom? AI Is Entering Its Oppenheimer Moment Splitting the atom raised questions far bigger than the science itself. Ian explains why AI is forcing us to confront similar questions now.
Where should investors look for the most promising opportunities in robotics? Is Robotics Nearing Its Windows Moment? Ian asks: what if the companies building robots matter less than the ones building the systems those machines depend on?
How much bigger will the AI infrastructure buildout get? Chart of the Week: The $1 Trillion AI Surge A year ago, the big question about AI was whether it would live up to the hype. Ian says the question now is whether the world can keep up.
How will AI revolutionize the treatment of cancer? What a Dog’s Cancer Reveals About the Future of AI The fight against cancer has always been defined by trial and error. But Ian says an Australian dog's story reveals how AI could change this.

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