Nvidia
Jetson Orin Nano 2: What the Announcement Means for Edge AI
Separate NVIDIA’s announced edge-AI specifications from real workload performance, battery life and integration costs, with two transparent worked calculations.
OpenAI’s Jalapeño Chip Just Rewrote Inference Economics
OpenAI published the first benchmarks for Jalapeño, its custom inference chip built with Broadcom — up to 1.9x throughput per kilowatt and 3.6x lower latency than a current Nvidia Blackwell system. Here's what the numbers mean for token prices, agents, and Nvidia's moat.
After the AI Crash: What Survives When the Bubble Bursts
The AI investment bubble is deflating in plain sight: $1 trillion wiped from Big Tech in a single week, GPU rental prices down 75%, and bond markets repricing hyperscaler debt. We break down which AI companies are genuinely overvalued, which have real revenue, and what actually survives when the correction finishes its work.
