CES 2026 confirmed the shift to Bounded Platforms. The new winners aren't chasing raw speed. They are mastering the bottlenecks: Thermals (The Ceiling), Interconnects (The Enabler) and Power Density (The Governor)

The hidden collision between static accounting, rapid capital deployment, and the AI innovation cycle.                                                                                                                                TL:DR The Accounting Divergence:  Hyperscalers have quietly doubled server "useful life" estimates (from 3 to 6 years) to bo

The AI super-cycle demands total focus and resource commitment. It is now being powered by a second wave of demand ignited by the sheer...