Meta’s Intelligent Agent Bet Signals Strategic Shift From Models to Automation at Scale

Meta Platforms’ acquisition of intelligent agent developer Manus marks more than the close of a single deal. It represents a strategic inflection point in the company’s artificial intelligence roadmap, signaling a decisive move beyond building foundational models toward owning the software agents that actually perform work. After a year defined by heavy capital deployment, talent…

Humanoid Ambitions Redraw the Tech Race as China Moves Faster Than Musk’s Vision

Elon Musk has rarely been subtle about where he believes the next technological frontier lies. In recent years, he has increasingly framed humanoid robots not as a side project but as a central pillar of future economic value, arguing they could eventually eclipse cars in importance. In Musk’s telling, robots that look and move like…

Strategic Constraints Keep Hyundai on the Sidelines as Russia Exit Hardens

Hyundai Motor’s decision not to move forward with a buyback of its former Russian manufacturing plant reflects less a lapse in interest than a convergence of geopolitical, operational and strategic constraints that have steadily narrowed the company’s options. As the deadline on its contractual repurchase clause approaches, executives are confronting a reality in which the…

A New Challenger Emerges as China Pushes Private Rockets Toward Global Competition

China’s commercial space ambitions are entering a more confrontational phase as Beijing-backed private firms begin to openly measure themselves against the world’s dominant launch provider, SpaceX. At the center of that shift is LandSpace, a Beijing-based rocket developer that is embracing failure, reusability and capital-market discipline in ways that mark a sharp departure from China’s…

Strategic Talent and Technology: How Nvidia to Use Licensing Deals to Secure the Next Phase of AI Dominance

The latest agreement by Nvidia to license chip technology from AI startup Groq while simultaneously absorbing its senior leadership reflects a broader shift in how Big Tech is consolidating power in artificial intelligence. Rather than relying solely on outright acquisitions, Nvidia and its peers are increasingly deploying hybrid deals that combine technology licensing, executive hires,…

Google Moves to Modernise Digital Identity as Gmail Address Changes Become Possible

Google’s quiet rollout of a long-awaited feature allowing users to change their Gmail address without creating a new account marks a significant shift in how digital identity is managed across its ecosystem. While the update may appear cosmetic on the surface, it reflects deeper strategic pressures around user retention, privacy expectations, platform maturity and competition…

Nvidia Reinforces Its AI Moat by Absorbing Inference Talent and Technology Without an Acquisition

Nvidia’s decision to license inference technology from Groq while hiring away its top executives reflects a carefully calibrated response to a shifting phase in artificial intelligence computing. As AI workloads move from training large models to deploying them at scale, Nvidia is signalling that it intends to defend its dominance not only through hardware roadmaps…

Markets Look to a New Growth Equation as AI Investment, Earnings Momentum and Fed Policy Shape the 2026 Outlook

The U.S. stock market is heading into 2026 carrying the momentum of an unusually durable rally, but expectations for the year ahead are less about repeating outsized gains and more about sustaining a complex balance between growth, policy and valuation. After three consecutive years of double-digit advances, investors are increasingly focused on how artificial intelligence…

AI Power Hunger Revives America’s Emergency Power Fleet

On a summer afternoon in Chicago’s Pilsen neighborhood, the hulking outlines of an oil-fired power station stand in uneasy contrast to nearby playgrounds and residential streets. For years, facilities like this were regarded as transitional relics—kept alive for emergencies, then penciled in for retirement as cleaner power sources expanded. That assumption is now being upended.…

London Becomes the Battleground as U.S. Ride-Hailing Giants and China’s Baidu Push Robotaxis Toward Commercial Reality

The decision by Uber and Lyft to partner with Baidu for robotaxi trials in the United Kingdom marks a pivotal moment in the global race to commercialise autonomous transport. Far from being a narrow technology experiment, the move reflects deeper shifts in regulation, platform strategy and geopolitical competition, with London emerging as a rare convergence…