Sarah Mitchell

Key Insights: Masayoshi Son called orbital data centers impractical because they would take years to deploy while AI competition demands immediate capacity SoftBank committed $19 billion to OpenAI’s Stargate project building Earth-based data centers instead of space infrastructure Son argued electricity savings from space solar power would be canceled out by launch costs and maintenance expenses SoftBank founder Masayoshi Son publicly questioned the business case for Elon Musk’s orbital data...

Key Insights: The EU is actively resisting U.S. chip policy, accelerating a second European Chips Act planned for Q2 2027. The global semiconductor market is on track to approach $1 trillion in 2026, with AI chips alone expected to account for roughly $500 billion. EU-U.S. goods and services trade hit €1.7 trillion in 2025, giving both sides enormous economic leverage in any tech standoff. Europe has had enough of playing along.

Key Insights: OpenAI committed $150 million to build a global partner ecosystem for enterprise AI deployment The program targets 300,000 certified consultants trained by the end of 2026 Initial partners include systems integrators, management consultancies, and technology firms with industry expertise OpenAI announced a major initiative on Monday to accelerate enterprise adoption of its AI models through a new global partner program backed by $150 million in investment.