SATURN

Beyond NVIDIA: The Narrow Path for AI Hardware Challengers

AI is everything right now. It's consuming the majority of venture capital—over $170 billion since 2024—and dominating every Fortune 500 boardroom. It's reshaping industries, redefining competitive advantage, and yes, it's even the topic of most dinner conversations. But beneath the ChatGPT demos and the promise of artificial general intelligence lies a fundamental truth: AI is ultimately limited by the chips it runs on...

How OpenAI Is Turning Monopoly Money Into Real Debt

OpenAI is playing Monopoly with Monopoly money, and everyone's pretending the bills are real. The company just dropped $6.5 billion in stock—not cash, stock—to acquire io, Jony Ive's hardware startup that hasn't shown so much as a napkin sketch. They're about to blow another $3 billion on Windsurf, a coding assistant that's essentially Microsoft Copilot's twin brother. And then there's Stargate: a $500 billion fever dream where OpenAI promises to invest $19 billion of the same funny money...