AI
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The Great Unbundling: Every Major AI Company Is Now Building Its Own Chips
With Anthropic now exploring custom silicon, every major AI company is building or planning its own chips. The question is no longer whether Nvidia’s monopoly will erode, but how fast and what it means for the $200 billion AI chip market. On April 9, 2026, Reuters reported that Anthropic, the creator of Claude and one Continue reading
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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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The Rise of Robotaxis and the Disruption of the Ride-Sharing Industry
Abstract This explores the cyclical nature of technological disruption within the ride-hailing industry, using the transition from the taxi medallion system to the gig economy, and subsequently to autonomous vehicle (AV) networks, as a case study. Framing the analysis through the cultural metaphor of the 1979 song “Video Killed the Radio Star,” this research examines 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