Mahesh Lakhani

If a research paper dropped this week, Mahesh has already read it. He covers AI tools and vibe coding for builders who need to know what is worth their time and what is not.

  • AI Hardware & Infrastructure

    Baird Downgrades Nvidia, Slashes Price Target by 60% on China Curbs and AI Demand Worries

    Baird just delivered a harsh reality check to Nvidia investors, citing two forces that could derail the AI chip giant's momentum.
    November 11, 2026
  • AI Hardware & Infrastructure

    KKR-Led STT Data Centre Sale Valued at $5.5 Billion as India’s AI Edge Shines

    KKR and partners are selling STT GDC India for over $5.5 billion, betting on India's data centre resilience amid global AI supply chain jitters.
    November 11, 2026
  • AI Hardware & Infrastructure

    Microsoft Says Tech Firms Must ‘Prove’ AI Data Centers Benefit Locals

    Microsoft's technology chief says the industry must demonstrate tangible local benefits as opposition to AI data centers intensifies.
    November 11, 2026
  • AI Hardware & Infrastructure

    Japan’s Akita AI Data Center Attracts UAE Investors, Aims to Anchor Tech Hub

    A new AI data center in Akita, Japan, is drawing UAE investors and hopes to spark a regional tech hub.
    November 11, 2026
  • AI Hardware & Infrastructure

    US Power Demand to Hit Record Highs in 2026 and 2027 as AI Surges, EIA Says

    The EIA's latest outlook shows AI data centers pushing U.S. electricity demand to unprecedented levels, with coal losing ground and gas and renewables stepping up.
    November 11, 2026
  • AI Tools

    Adobe Unveils Firefly Builder, MCP Integration at MAX 2026

    Adobe's MAX event brings a new prototyping tool, an open protocol for chatbots, and AI features that touch every major creative app.
    November 10, 2026
  • AI Hardware & Infrastructure

    Where Is Alice Huang? Nvidia CEO Spy Probe Widens

    A Chinese businesswoman tied to Nvidia's CEO has disappeared amid allegations of espionage and illegal AI chip shipments.
    November 10, 2026
  • AI Hardware & Infrastructure

    Venture Global Raises Profit Forecast, Targets AI Data Center Power

    An LNG exporter just put a date on its plan to become a power supplier for AI compute, and the numbers moved fast.
    November 10, 2026
  • AI Hardware & Infrastructure

    China’s Trade Surplus Tops $1 Trillion as AI Infrastructure Boom Drives Exports

    A $1 trillion surplus built on AI hardware exports is masking weak domestic demand and setting up a collision course with Brussels and Washington.
    November 10, 2026
  • AI Hardware & Infrastructure

    India’s Electronics Firms Face PCB Squeeze as AI Demand Drives Up Costs

    AI's insatiable appetite for PCBs is squeezing India's electronics makers, forcing them to compete with tech giants for scarce components.
    November 10, 2026
  • AI Hardware & Infrastructure

    AI Power Rush Sends Data Centres Hunting for Used Turbines and Jet Engines

    The AI power crunch has pushed developers into a red-hot secondary market for turbines, jet engines, and refurbished equipment.
    November 9, 2026
  • AI Hardware & Infrastructure

    Anthropic Buys $3.4 Billion in Gas Generators for AI Data Centers

    A nine-figure power purchase reveals where the AI buildout is really bottlenecked, and it is not the chips.
    November 8, 2026
  • AI Hardware & Infrastructure

    Microsoft Winds Down Oracle AI Cloud Deal Over Older Nvidia Chips

    Microsoft is pulling back from a major AI cloud rental agreement with Oracle, as it tightens control over its compute supply chain and prioritizes newer hardware.
    November 8, 2026
  • AI Hardware & Infrastructure

    NVIDIA GPU App Prioritization Appears on Desktop RTX Cards Without Announcement

    A laptop-only GPU resource manager suddenly surfaces on desktop RTX cards, but not for everyone. NVIDIA stays silent as users piece together the puzzle.
    November 6, 2026
  • AI Hardware & Infrastructure

    AI Boom Turns Chip Packaging Into the Next Semiconductor Battleground

    The unglamorous step that once trailed chipmaking now decides who ships AI processors, and the money is following fast.
    November 6, 2026
  • AI Hardware & Infrastructure

    Asia’s AI Supply Chain and US Data Centers Set to Weather ‘Blue Wave’

    A political shift in Washington adds friction to AI infrastructure timelines, but Asian suppliers may find the demand cycle more resilient than markets feared.
    November 6, 2026
  • AI Tools

    Oppo F35 Pro Receives ColorOS 17 Update With AI Security and Performance Boost

    Oppo's mid-range F35 Pro gets a major software upgrade with AI-powered security and performance enhancements.
    November 5, 2026
  • AI Hardware & Infrastructure

    AI Chip Demand Powers Third-Quarter Growth at Chemical and Industrial Gas Makers

    The AI boom is quietly reshaping the fortunes of Europe's chemical and industrial gas giants, with Syensqo, Linde, and Air Liquide all posting strong results tied to semiconductor demand.
    November 5, 2026
  • AI Hardware & Infrastructure

    Nothing to Launch Screenless AI Device in December, CEO Carl Pei Says

    Nothing is betting on a screenless future with its first AI-native device, but the ghost of Rabbit R1 looms large.
    November 5, 2026
  • AI Hardware & Infrastructure

    Samsung to Produce HBM Base Dies for AMD, Nvidia at Texas Plant

    Samsung's Texas foundry may soon churn out critical logic chips for AI memory, according to a new report.
    November 3, 2026
  • AI Hardware & Infrastructure

    Nvidia Orders Data Centre Partners to Reduce China Exposure

    Nvidia tightens the screws on China: partners told to scale back or risk losing access to AI chips.
    November 3, 2026
  • AI Tools

    OpenAI to Merge ChatGPT Chat and Work Tabs in Desktop App

    A quieter redesign is coming to the ChatGPT desktop app, and it touches more than the layout.
    November 3, 2026
  • AI Hardware & Infrastructure

    Anthropic Commits $895 Billion to Compute Ahead of Record IPO

    The AI lab's prospectus reveals a $895 billion bet on power and chips, and a scramble that now includes poaching electricians and scavenging for grid connections.
    November 3, 2026
  • AI Hardware & Infrastructure

    Marvell to Acquire Lumentum for $115 Billion in Record Tech Merger

    A record $115 billion bet that light, not copper, will connect the next generation of AI chips.
    November 3, 2026
  • AI Hardware & Infrastructure

    DRAM Prices Double in 2026 as AI Data Centers Squeeze PC Makers

    Memory chip prices have surged as AI demand hogs supply, leaving PC makers to grapple with doubling costs and an uncertain future.
    November 3, 2026
  • AI Hardware & Infrastructure

    Marvell to Acquire Lumentum for $115 Billion in AI Optical Race

    Marvell's $115 billion bet on Lumentum could redefine AI data center connectivity.
    November 3, 2026
  • AI Hardware & Infrastructure

    Marvell to Buy Lumentum in $115 Billion AI Data-Center Bet

    Marvell's $115 billion all-stock purchase of Lumentum signals a major consolidation in the AI hardware supply chain.
    November 2, 2026
  • Vibe Coding

    DeepSeek Open-Sources dsh-superagent Coding Agent Prototype

    A single-repository agent that listens on GitHub, isolates every task, and asks for help only when it needs it.
    November 2, 2026
  • AI Hardware & Infrastructure

    Nuclear Reactors Under Construction Hit 79, Highest in 40 Years, as AI Demand Surges

    AI's insatiable energy appetite is fueling a nuclear building boom not seen in four decades, but can reactors come online fast enough?
    November 1, 2026
  • AI Hardware & Infrastructure

    Taiwan Overtakes India as World’s Fastest-Growing Large Economy on AI Boom

    A tiny island just lapped the world's biggest economies, and the reason sits in a handful of chip fabrication plants.
    November 1, 2026

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