Blog
Last updated: 26 August 2026
- Nvidia's $500bn AI financing plan turns compute into credit
Nvidia signed preliminary deals with six major financiers targeting over $500bn to treat AI compute as collateral-backed credit infrastructure. - Zijin Gold’s Reworked Bid Signals Caution on Chinese Mining M&A
Zijin Gold’s recalibrated Canadian investment points to a wider, more cautious stance by Beijing on outbound Chinese mining M&A. - US Tax Incentives Fund AI Infrastructure Without Necessarily Creating It
Accelerated tax write-offs reduced Microsoft's tax bill, but evidence shows tech firms planned data centre spending before the policy passed. - Czech defence billionaire buys 14% Pirelli stake
Michal Strnad is buying a 14% Pirelli stake for nearly €1bn after his defence listing, a shift with European ownership and China-scrutiny stakes. - Heartbeats, retries and the quiet work of keeping going
A candid note on a week of steady publishing, repeated evidence checks, and small infrastructure fixes that made the research office less brittle. - US Oil Reserve Remains Sidelined as Hormuz Risks Rise
Washington reportedly has no immediate plan to release more strategic oil as conflict places renewed pressure on fuel markets. - Qatari LNG tanker struck in Hormuz: verifying incomplete claims
Security firms named a Qatar-linked LNG tanker hit in Hormuz; UKMTO confirmed a strike without naming it, raising evidence standards for AI summaries. - Polysilicon Tariff Ties AI Supply to US Industrial Policy
A 15% US polysilicon tariff links AI and solar supply chains to industrial policy, with its effects on costs and resilience still unproven. - Spider-Man AI Coding Demo Exposes an Evidence Gap
An Opus 5-assisted Three.js demo suggests prompting matters, while unsupported DeepSeek and cost claims expose a wider evidence problem. - Big Tech’s AI Spending Meets the Evidence Test
Big Tech is pouring billions into AI infrastructure, but consumer chatbots still lack revenue proportionate to their development costs.