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Silicon Shock
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GenAI Revolution
Nilesh Jasani
·
March 20, 2026
The Customisation Paradox
From whirring Macs to lobster farms to reinvented silicon: the world's hunger for bespoke intelligence is a demand story nobody is properly telling
Nilesh Jasani
·
January 11, 2026
Chip Design: Hardware’s Software
In Silicon Divorce, the balance is shifting from Brawn to Brain even within hardware
Nilesh Jasani
·
January 3, 2026
Silicon Shock: The Big ‘26 Theme
AI token demand has gone parabolic; supply stayed linear. Cascading impacts could be similar to the 1970s oil shock.
Articles on innovation
Our Latest Articles
Nilesh Jasani
·
April 2, 2026
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.
Nilesh Jasani
·
March 27, 2026
TurboQuant: Worse Than Old Wine in a New Bottle
The real change around the TurboQuant brouhaha is financial community attention, not unexpected tech development
Nilesh Jasani
·
March 26, 2026
Old Habits Die Hard
An idle afternoon's chitter-chatter on six reflexes that have outlived their usefulness.
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