Nvidia
The Jetson Orin Nano 2 Just Made Edge AI a Commodity
NVIDIA's Jetson Orin Nano 2 packs 78 TOPS of AI compute into an entry-level robotics module, doubling the inference performance of its predecessor while drawing 40% less power at the same performance. With availability set for the first half of 2027, NVIDIA is turning entry-level edge AI into a commodity.
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.
