AI
Research on artificial intelligence, machine learning, and their applications across industry, society, and policy.
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Johnson & Johnson MedTech and the Monarch Platform: AI-Guided Surgery Meets the World’s Deadliest Cancer
J&J MedTech is using NVIDIA Isaac Sim and Cosmos to train its Monarch robotic bronchoscopy platform in virtual operating rooms before it touches a real patient. This analysis covers the $3.4 billion Auris Health acquisition, the Monarch Platform’s role in lung cancer detection, the NVIDIA partnership unveiled at GTC 2026, and the competitive landscape of… Continue reading
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Medtronic Hugo RAS: The $130 Billion Giant That Just Entered the Operating Room
On February 17, 2026, the first commercial surgery in the United States using the Medtronic Hugo RAS system was performed at Cleveland Clinic. After decades of Intuitive Surgical’s dominance, Medtronic is exploring NVIDIA IGX Thor for real-time AI in its modular surgical robot. This analysis examines the company, the technology, the NVIDIA partnership, and the… Continue reading
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CMR Surgical and Versius: The UK Startup Training the Surgical AI of the Future
CMR Surgical contributed nearly 500 hours of real-world surgical data to NVIDIA’s Open-H, the world’s largest open dataset for healthcare robotics, and is using Cosmos-H-Surgical to train next-generation robotic intelligence for its Versius system. This analysis covers the $1.32 billion startup, its modular robot, its NVIDIA partnership at GTC 2026, and its mission to make… Continue reading
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NVIDIA GTC 2026: The Inference Inflection, Vera Rubin, and the AI Factory Era
NVIDIA’s GTC 2026 marked the company’s transformation from GPU designer to full-stack AI infrastructure provider. Jensen Huang doubled demand projections to $1 trillion, unveiled the Vera Rubin platform with seven new chips, confirmed the Groq acquisition, launched the Dynamo inference OS, and declared that tokens are the new commodity. This article summarizes the key announcements… Continue reading
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The White House AI Framework: What It Means for Businesses, Consumers, and Creators
The White House released its National Policy Framework for Artificial Intelligence on March 20, 2026 — the most consequential federal AI policy statement since the Biden-era Executive Order. This analysis examines what the seven-pillar framework means for AI businesses, consumers, and artists, and why the copyright question remains the most explosive unresolved issue. Continue reading
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Disney’s Partnership with OpenAI’s Sora
AI-generated image Executive Summary On December 11, 2025, The Walt Disney Company announced a landmark three-year licensing agreement with OpenAI, marking Disney as the first major content partner for OpenAI’s generative AI video platform, Sora. This deal allows Sora users to generate short, user-prompted videos featuring more than 200 animated, masked, or creature characters from… Continue reading
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The Rise of Nvidia: Architect of the Fourth Industrial Revolution or Builder of the Biggest Bubble?
Image Credit: Nvidia Abstract Nvidia Corporation stands as a colossus in the semiconductor landscape, its graphics processing units (GPUs) powering the explosive growth of artificial intelligence (AI). Founded in 1993 amid the nascent 3D graphics boom, Nvidia has evolved under CEO Jensen Huang’s visionary leadership into the world’s most valuable company, boasting a market capitalization… Continue reading
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Microsoft’s Evaporating Advantages in Artificial Intelligence
Abstract Microsoft’s journey in artificial intelligence represents one of the most dramatic reversals of fortune in modern technology history. What began as a visionary early investment has transformed into a cautionary tale about the perils of dependence, the challenges of product-market fit, and the relentless pace of competition in emerging technology markets. This analysis examines… Continue reading