Geninnov

2026's Two Races

Lessons from NVIDIA's US$2bn Sprinklers

Nvidia's strategic investments act as a private industrial policy, quietly onshoring critical tech while leaving regulators and rivals scrambling.

January 11, 2026

Chip Design: Hardware’s Software

In Silicon Divorce, the balance is shifting from Brawn to Brain even within hardware

November 19, 2025

Elon, Samsung, and the Swansong

In any Terafab dream, Samsung could be the key to unlocking counterforces against TSMC & SK Hynix's dominances

November 12, 2025

2026's Real Chip War

And, it is not about China

November 8, 2025

Nothing Is Given: Of China’s Open-Source Tsunami

A wave of open-source breakthroughs is redefining technology, investment, and geopolitics for the years ahead.

October 27, 2025

How Google Became the Unseen Winner of the AI Race

The age of Gemini is not about new tools it is about an old empire learning to think as one machine for the first time.

October 15, 2025

Four Sayings and a Diurnal

An exploration of tech's competing narratives—of doom and boom, stars and systems—viewed in the festive light of Diwali to find the quiet truth in the middle

Articles on innovation

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Big Theme: Token Inequality

A new inequality with massive, long-term geopolitical, economic, corporate, and social consequences

Profits Without Precedent, Valuations Without Logic

Samsung’s numbers showed how easily markets normalize the bizarre. We are left to draw a handful of behavioral lessons, of whatever worth.

Lessons from NVIDIA's US$2bn Sprinklers

Nvidia's strategic investments act as a private industrial policy, quietly onshoring critical tech while leaving regulators and rivals scrambling.