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AI company research

AI Companies · 2026-09-08

NVIDIA’s growth is spectacular. The harder question is what customers earn from it.

Beyond the revenue headline: a framework for following deployment, utilisation and the economics of AI infrastructure.

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Technology shaping the companies

AI Technology · 2026-09-10

Prompt caching: the AI cost comparison that a token price misses

How to evaluate repeated AI workloads using Gemini's caching documentation, a worked cost example and an acceptance-based comparison method.

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AI Technology · 2026-09-08

The next AI-agent test: what can it do, and what can it touch?

Why a capable model needs a carefully designed operating environment—and how to evaluate one without being an engineer.

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