Special Breaking Analysis: Nvidia’s AI networking moat is real – but the lock-in debate ...

Question Our assessment; Is Nvidia technically ahead in AI networking? We believe it is materially ahead and stands alone at ...

Nvidia’s AI networking moat is real – but the lock-in debate continues

Gilad Shainer explains why agentic inference turns the network into part of the computer. We believe Nvidia is materially ...

HalluSquatting AI attack could hijack your computer

HalluSquatting exploits AI coding assistants that hallucinate fake repository names, letting attackers register those names ...