Topic momentum
How much each topic moved, day by day: the score from each daily deep analysis, combining fresh coverage, independent sources and how central the topic is to what we track. 11 analyses, September 20, 2026 to October 3, 2026. How it's scored
Energy ›
The binding constraint: how the power for AI gets generated, moved and paid for.
Grid, gas & utilities
Grid interconnection, transmission, gas turbines, utility planning and regulation, power prices, AI load forecasts.
Nuclear & SMRs
Fission and fusion power: large reactors, small modular reactors, fuel, licensing, and nuclear deals with tech companies.
Solar, storage & batteries
Solar, wind and grid-scale storage (Megapack and peers), battery chemistry and cell manufacturing on Earth.
Compute ›
The substrate: the chips and the factories that make them, and the datacenters on Earth that run them.
Semiconductors & chip supply chain
GPUs, TPUs and custom accelerators; foundries, lithography, HBM memory, packaging and EDA; chip export controls; fab projects such as Terafab.
Datacenters & cloud
Hyperscale and neocloud datacenter builds on Earth: capacity, cooling, networking, power procurement, training versus inference capacity.
Intelligence ›
The models, the labs that build them, and the agents built on top.
Frontier labs & models
OpenAI, Anthropic, Google DeepMind, xAI, Meta and peers: model releases, evaluations, fundraises, valuations and talent moves.
Agents & applied AI
Agentic frameworks, coding agents, enterprise copilots and workflows, the software harness around models, inference economics.
Open-weights models
Openly released model weights, fine-tunes and licensing fights; open-model share of usage; China's open-weights strategy.
AI safety & security
Alignment and frontier-safety research, dangerous-capability evaluations, AI-enabled cyber offense and defense, model security.
Physical AI ›
Atoms, not bits: AI that moves through the world.
Humanoid & general robotics
Optimus, Figure, Agility, 1X, Unitree and peers: humanoid and general-purpose robots, dexterity, robot foundation models, deployments.
Autonomous vehicles
Robotaxis, FSD and driver-assist, autonomous trucking, delivery drones, eVTOL; their fleet data, safety records and regulators.
Industrial & materials
Factory automation and manufacturing methods (gigacasting, composites), EV and battery supply chains, critical minerals.
Orbit ›
Where the build-out is heading: launch capacity, AI compute and power in orbit, and the networks that tie it together - unlimited solar energy and radiative cooling, with no land to buy.
Launch & the space economy
Starship, Falcon and competing launchers; launch cadence and cost to orbit; lunar and Mars programs, in-space manufacturing, debris and space regulation.
Space-based compute & power
AI compute satellites and orbital datacenters (SpaceX, NVIDIA, Google and others), space solar power, radiative cooling, inter-satellite laser links for data.
Global connectivity
Satellite broadband (Starlink as an ISP, direct-to-cell), subsea cables, 6G and non-terrestrial networks.
Symbiosis ›
Humans and AI co-evolving: how people, science and work change as intelligence becomes abundant.
Capital & Power ›
Who pays for the build-out and who governs it.
Capex & corporate spending
Hyperscaler and corporate AI capital expenditure: quarterly spend, guidance, GPU order books, what share of announced capex is deployed.
Public markets & the AI trade
AI-exposed public companies as investments, earnings, IPOs, the bubble-or-not debate. Informational only, never advice.
Policy, geopolitics & China
AI regulation and executive actions, antitrust, export controls, US-China competition (labs, chips, robots, reactors), Taiwan risk.