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Industry insights

25 posts

On-device AI is the new battleground while hardware margins keep shrinking across the category.

ThemeAnax 26 Jul

Glucose, blood pressure, sleep apnea — the wearable wrist is turning into a clinical instrument.

ThemeAnax 22 Jul

Fab construction, advanced packaging and HBM capacity — chip capital spending keeps breaking records.

ThemeAnax 18 Jul

Hyperscalers are designing their own accelerators, and the AI hardware stack is fragmenting fast.

ThemeAnax 14 Jul

Catastrophe models built on yesterday's climate are quietly mispricing tomorrow's claims.

ThemeAnax 9 Jul

Occupancy is stabilizing; the debt stack behind commercial offices is what actually broke.

ThemeAnax 9 Jul

Industry Notes Practice Field guide Opinion Teardown

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