Latest Insights on AMAT

What does Micron's phenomenal earnings tell us about the state of the AI boom? What Micron’s Monster Quarter Is Really Telling Us Micron's mind-blowing earnings prove that AI has become incredibly hungry for memory. Ian explains why that appetite is only getting bigger.
How is our electrical grid holding us back from winning the AI race? Chart of the Week: The AI Boom Is Running Into a Wall Some data centers being announced today may take a lot longer to come online than you might expect. Ian shares a chart that explains why.
How are AI and smart cities changing the nature of privacy? AI Is Changing the Definition of Privacy Ian explains why privacy could soon mean something very different than it does today as AI becomes increasingly more powerful.
How is AI changing the way humans interact with the internet? The Strange New Filter Taking Over the Internet Ian says a growing lack of trust in how content is produced online is leading to one of the strangest side effects of the AI boom so far.
Is Mythos overhyped or a game changer? Chart of the Week: AI Just Exposed a Massive Hidden Software Problem Is Mythos a breakthrough for agentic AI or just another flashy product announcement? Ian shares a chart that may give us the answer...

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