by Jeffrey Cooper | Aug 30, 2026 | AI, Business, Economy, Robots, Semiconductors, Technology
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...
by Jeffrey Cooper | Aug 23, 2026 | AI, Business, Economy, Semiconductors
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...
by Jeffrey Cooper | Aug 18, 2026 | AI, Business, Economy, Semiconductors, Technology
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...
by Jeffrey Cooper | Jul 16, 2026 | Business, Economy, Geopolitics, Semiconductors
How Much of the Global Economy Depends on Semiconductors? A back-of-the-envelope calculation suggests the semiconductor industry may enable approximately $83 trillion in annual global economic activity. The global semiconductor industry is on track to become a $1...
by Jeffrey Cooper | Jul 5, 2026 | Business, Economy, Robots
Humanoid robotics could unlock one of the largest economic opportunities in history. In a recent report, William Blair estimated that the U.S. physical labor market alone represents a $3.8 trillion to $5.4 trillion annual opportunity if humanoid robots become...
by Jeffrey Cooper | May 25, 2026 | Business, Economy, Geopolitics, Semiconductors, Technology
Executive Summary: Rhodium Group estimates China controlled more than 50% of global volume in 315 industries by 2024, revealing industrial dominance spreading simultaneously across manufacturing, energy, semiconductors, robotics, and AI infrastructure. China’s...
