Case file
The quiet collapse of consumer metaverse
A forensic look at adoption curves, budget reallocations, and why enterprise XR survived.
Where the headlines land.
A curated gallery of our most precise reporting, product dissections, and market maps. Each feature is built to brief executives, builders, and investors with a decisive point of view.
Flagship
The 2024 Compute Atlas
Mapping hyperscaler velocity, GPU inventory flow, and the new economics of inference.
AI infraMarketsField notes
Live brief
Chip wars: the next 18 months
Timelines, supply-chain signals, and the geopolitics that will shape hardware roadmaps.
Updated 2 hours ago
Launch
Signal Studio: audio briefings
A 9-minute narrative drop summarizing the week in platform shifts and deal flow.
Profile
The operators rewriting security
Inside the teams building autonomous defense layers for cloud-native infrastructure.
Desk memo
The renaissance of boutique SaaS
Lean teams, premium pricing, and a return to quiet profitability.
Archive
The founders shaping quantum stacks
A timeline of talent migration and the IP deals underpinning quantum momentum.
Signal map
The private cloud resurgence
A visual breakdown of why regulated industries are replatforming back on-prem.