AI Trends
Read technical and industry changes in context, separating events, evidence and interpretation.
Understand changes, evidence and their effect on work
Recommended reading
AI Technical Weekly | 2026-W37: Agent Permissions and Inference Routing Move into Runtime
Look back at 2026-W37: events, confirmed information, interpretation, unknowns and sources.
Observation period: September 7–13, 2026
Compute & Semiconductors
- Compute & SemiconductorsAgent Infrastructure Has Entered the Benchmark EraAA-AgentPerf uses agent execution traces to compare infrastructure. Understand what parallel-agent capacity and power efficiency can reveal about AI systems.
- Compute & SemiconductorsNVIDIA Is Selling AI Factories, Not Just GPUsNVIDIA's GTC announcements connect chips, rack systems, networking, and agent software. The analysis asks what an AI-factory strategy changes beyond GPU sales.
- Compute & SemiconductorsTaiwan's AI Advantage Needs an Industrial EcosystemTaiwan's role in AI extends across technology suppliers and industrial capabilities. The analysis considers how a connected ecosystem can support its competitive position.
- Compute & SemiconductorsTSMC's Global Strategy in the AI Infrastructure RaceA strategic analysis considers TSMC's position amid U.S.–China AI competition, including global expansion, technological leadership, and supply-chain pressures.
- Compute & SemiconductorsHow the U.S. CHIPS Act Reshapes Taiwan and ChinaAn analysis of the U.S. CHIPS Act examines manufacturing subsidies, export restrictions, and the opportunities and pressures facing Taiwan and China's chip industries.
- Compute & SemiconductorsMapping the AI Server Supply ChainFollow the AI server supply chain from component design to application deployment, with the roles, constraints, and relationships that connect its participants.
- Compute & SemiconductorsBeyond Silicon: The Materials That Could Extend Moore's LawAs silicon scaling becomes harder, semiconductor development turns to new materials, advanced packaging, and transistor architectures. Review the main directions.