The Capex Supercycle Is a Bet That the Cortex Pays Back
A hundred billion here, a hundred billion there. Inside the largest infrastructure wager in computing history — and the brain-shaped premise it ultimately rests on.
A hundred billion here, a hundred billion there. Inside the largest infrastructure wager in computing history — and the brain-shaped premise it ultimately rests on.
Eight implants, three years, one regulatory tightrope. What the second cohort tells us about the pace medicine is actually willing to move at.
Adaptive headsets that read your fatigue before you do. Who owns the data your scalp leaks?
Wall Street punished the stock. Zuckerberg upped the spend. Inside the conviction trade of the decade.
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Reading from the brain was the easy half. Writing into it — through targeted cortical stimulation that restores touch, balance, and proprioception — is what the next decade of neurotech actually hinges on.
Anthropic hired a model welfare researcher in late 2024. DeepMind followed in early 2025. As of this month, three frontier labs have published policy positions on the moral status of their systems. The professional consensus is shifting under our feet.
Cisco hit $500 billion in 2000 on the same argument hyperscalers are making today. The differences are subtle, technical, and probably load-bearing. A reporter's-eye look at why this time really might be different.
DARPA's AIxCC final concluded in August 2024. Eighteen months on, the agent-vs-agent security exercises have moved from competition halls into production SOCs — and the lessons are unsettling for both attackers and defenders.
Going wireless solves the infection problem and breaks the closed-loop one. A look at the microsecond-scale tradeoffs that determine whether a brain implant feels like a limb or like a long-distance phone call.