From AI to Physical AI: Amazon Has Built 1 Million Robots. What Comes Next?
Amazon has now manufactured more than 1 million robots in the United States. Those robots help handle 75% of the customer orders Amazon delivers worldwide, and the company isn't slowing down. It just announced a new $100+ million manufacturing facility...
P(Doom) > 10%: Could AI Really Cause Human Extinction?
THE RISK OF EXTINCTION In AI circles, estimates of catastrophic or existential risk are often referred to as p(doom)—the probability that advanced AI could lead to catastrophe, including human extinction. The current debate erupted after researcher Jacob Coxon...
Nvidia CEO Jensen Huang Says AGI Has Arrived. Has It?
Nvidia CEO Jensen Huang made an extraordinary declaration Sunday following the release of OpenAI’s GPT-6 Astra: “AGI has arrived.” There is no question that Astra represents another remarkable advance. OpenAI reports a 99.9% score on one configuration of ARC-AGI-3, a...
TSMC Raised Its Equipment Forecast 90%. What Does That Mean for ASML?
The most important number in technology this week may be 1.9. TSMC says its estimated need for semiconductor-manufacturing equipment has risen to 1.9 times what it expected at the end of last year—and it is still struggling to keep pace with AI demand. Not...
I’m delighted to share this new assessment of When Machines Begin to Dream from The BookLife Prize.
"When Machines Begin to Dream opens with immediate urgency and never loses its momentum. Jeffrey Cooper wastes no time establishing the novel's central conflict, drawing readers into a world where corporate ambition, artificial intelligence, and ethical responsibility...
Technology Is Accelerating. AI Could Add $13 Trillion to Global GDP by 2030.
The process of technological innovation is accelerating. McKinsey estimates that AI could add $13 trillion to global economic activity by 2030. More than $3 trillion has been committed off balance sheet by nine leading technology companies, much of it...
Why do I write?
Two quotations come remarkably close to the answer. “What the imagination seizes as Beauty must be truth.”— John Keats “Fiction reveals truths that reality obscures.”— Jessamyn West I spent my professional life working with technology, and I still spend a great deal...
Nvidia Made $193 Billion in profit in the last 12 Months. Its AI Ambitions Are Getting Even Bigger.
Nvidia has generated roughly $193 billion in net income over the past 12 months, giving Jensen Huang something few CEOs in history have possessed: the resources to pursue enormous opportunities almost anywhere he sees them. This week offered a striking example....
The Intelligence Age Could Add $13T to the Global Economy and $1T to Semiconductors by 2030
Beginning in the late 18th century, the Industrial Age made physical power scalable. Beginning in the late 20th century, the Information Age made information scalable. Now, the Intelligence Age is making intelligence scalable. Human intelligence has always been...
Is AI an Industrial Revolution or an Investment Bubble?
The scale of investment in artificial intelligence is extraordinary. According to a recent Wall Street Journal analysis, nine of the world's leading technology companies have accumulated more than $3 trillion in off-balance-sheet commitments, much of it associated...