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Nvidia’s $20B Groq Deal Heralds The Era Of ASICs - Has The Commoditization Of AI Chips Begun?

Artificial Intelligence

Nvidia’s $20B Groq Deal Heralds The Era Of ASICs - Has The Commoditization Of AI Chips Begun?

Nvidia’s $20B Groq deal validates the need for ASICs in the era of inference. While Nvidia's GPUs are protected by a wide technological moat, ASICs risk rapid commoditization, implying Nvidia’s historically high margins might face compression.

Abivax's Obefazimod: A (French) Revolution In IBD Treatment

Abivax's Obefazimod: A (French) Revolution In IBD Treatment

Abivax's obefazimod offers a novel oral approach to treat ulcerative colitis by activating miR-124 to downregulate specific pro-inflammatory pathways. Following impressive results in clinical Phase 3 studies, buyout rumors surrounding the French biotech are surging.

Ouster: Building The Interfaces Between AI And The Physical World

Artificial Intelligence

Ouster: Building The Interfaces Between AI And The Physical World

Ouster is positioned to provide essential perception interfaces that allow AI to act within the physical world, as digital LiDAR might become a primary sensory layer for autonomous systems.

Why Rate Cuts Might Actually Fuel Job Cuts

Why Rate Cuts Might Actually Fuel Job Cuts

Ahead of the Fed's December 10 meeting, markets expect a rate cut to support the labor market. Yet this faces a paradox. Cheaper credit is funding AI infrastructure poised to replace human labor. The Fed's attempt to preserve jobs may inadvertently lower the cost of technologies eliminating them.

Why uniQure’s AMT-130 For Huntington’s Is Not "Too Good To Be True"

Why uniQure’s AMT-130 For Huntington’s Is Not "Too Good To Be True"

Despite impressive Phase I/II AMT-130 results, the FDA views current data as insufficient. Volumetric inclusion criteria may have raised concerns about potential bias. However, analysis indicates the thresholds were sufficiently inclusive, supporting the reported therapeutic effect.

The AI Bubble Might Pop Even If There Are No “Dark GPUs”

The AI Bubble Might Pop Even If There Are No “Dark GPUs”

Data center GPUs are “melting” under subsidized and unprofitable workloads while circular revenues mask fundamentally unsustainable economics that are increasingly detached from the real world economy. Combined with rising data center related debt, we may now be in the midst of an AI bubble.

The FDA's Reversal On uniQure's Gene Therapy For Huntington's Is a Disaster For Medical Innovation

The FDA's Reversal On uniQure's Gene Therapy For Huntington's Is a Disaster For Medical Innovation

The FDA’s new restrictive approach to rare disease therapies undermines confidence in regulatory consistency and impedes medical progress. After AMT-130 reduced disease progression by 75% in a phase I/II study, the agency’s reversal threatens to delay a breakthrough.

Why AI Could Push Gold To $10,000 Per Ounce By 2030

Why AI Could Push Gold To $10,000 Per Ounce By 2030

As AI leads us to an age of abundance where machines produce at zero marginal cost, value might shift to genuinely finite assets. With central banks accumulating gold, quantum threats to crypto, and unprecedented monetary expansion, gold could reach $10,000 per ounce by 2030.

Why Putting AI Data Centers In Space Doesn’t Make Much Sense

Artificial Intelligence

Why Putting AI Data Centers In Space Doesn’t Make Much Sense

Jeff Bezos said gigawatt AI data centers will orbit Earth in 10 to 20 years. Thermodynamics makes this idea unfeasible. Without convection, waste heat must radiate through panels spanning millions of square metres. Add latency, radiation risks and costs.

uniQure's AMT-130 For Huntington's Is One Giant Leap For Medicine

uniQure's AMT-130 For Huntington's Is One Giant Leap For Medicine

Dutch biotech uniQure's AMT-130 gene therapy shows 75% reduction in Huntington's progression, a breakthrough for this fatal neurodegenerative disease. Success opens path for treating Parkinson's, Alzheimer's or ALS with similar brain-delivered gene therapies.

OPEN Your Mind

OPEN Your Mind

Opendoor's impressive rally has drawn meme stock comparisons, but the retail army quickly achieved CEO resignation and demanded strategic change. The company could transform from an iBuyer into an AI-native platform, potentially disrupting America's outdated trillion-dollar real estate market.

Zeta Global Takes Aim At Becoming The Leading AI Marketing Cloud

Zeta Global Takes Aim At Becoming The Leading AI Marketing Cloud

Zeta Global built a massive consumer data network outside Big Tech, reaching 90% of U.S. adults via AI marketing. Unlike cookie-dependent ad tech, Zeta's model creates compounding advantages: each client adds data that makes the platform smarter for all users, disrupting digital marketing.

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