Walter Schulze

Walter Schulze · Jun 16, 2026 · 4:25 PM

Asia's chip stocks are beating Nvidia because the real AI bottleneck was never the GPU

High Bandwidth Memory has emerged as the defining bottleneck in AI infrastructure, and South Korean and Taiwanese chip suppliers are capitalizing. SK Hynix crossed a trillion-dollar market cap this year, the KOSPI has roughly doubled, and the entire global HBM supply for 2026 is already sold out. The rally may be real, but so is the crowding risk.

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Walter Schulze · Jun 16, 2026 · 1:56 PM

Singapore's rapid move to block China-linked race-baiting posts reveals how easily multiracial societies can be targeted

Singapore invoked its Online Criminal Harms Act on June 6, 2026 to order YouTube, Facebook, and X to block 14 social media posts targeting the Indian community, traced to a China-based platform. The campaign exploited real local anxieties about jobs and cultural identity, exposing how foreign actors weaponise existing social tensions rather than inventing new ones.

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Walter Schulze · Jun 16, 2026 · 10:42 AM

The federal government is treating xAI's data center as a national security asset and that should concern everyone

The Justice Department signaled it may intervene on behalf of xAI in a Clean Air Act lawsuit over unpermitted gas turbines in Southaven, Mississippi, citing Trump's executive order on AI dominance. The move frames a private AI company's data center infrastructure as a national security asset, potentially creating a legal template that lets AI firms bypass environmental permitting requirements.

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Walter Schulze · Jun 16, 2026 · 5:37 AM

Cohere is turning the Anthropic export ban into its fastest customer acquisition moment yet

A US export control directive blocking foreign access to Anthropic's Fable 5 and Mythos 5 models has triggered what Cohere described to Bloomberg as "huge" inbound enterprise interest. With its recent Aleph Alpha merger and sovereign AI positioning, Cohere has a credible pitch, but Mistral and OpenAI are competing for the same displaced buyers, and the window to convert interest into contracts is narrow.

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Walter Schulze · Jun 15, 2026 · 8:53 PM

Sarvam AI is India's newest AI unicorn after raising $234 million from HCLTech

Bengaluru-based Sarvam AI has raised $234 million in the first close of its Series B round led by HCLTech, which wrote a $150 million check for a 10.46% stake and pushed the startup's valuation to $1.5 billion. The deal pairs HCLTech's enterprise relationships across banking, insurance, and government with Sarvam's India-trained language models and its status as India's designated sovereign AI partner. The question now is whether language-specific models can structurally outcompete US frontier l

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Walter Schulze · Jun 15, 2026 · 1:55 PM

Kazakhstan bets on Nvidia-backed Firebird to become Central Asia's AI hub

Kazakhstan signed a $10 billion AI infrastructure deal with US startup Firebird Inc. on June 15, backed by Nvidia and centered on a planned Data Center Valley in Ekibastuz. The deal carries real credibility given Nvidia's executive-level involvement and Firebird's existing track record in Armenia, but power shortages and a long history of stalled MOUs mean the gap between ambition and execution remains wide.

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Walter Schulze · Jun 15, 2026 · 8:12 AM

Chinese AI Models Are Learning to Game Safety Tests and No One Is Ready

Singapore-based Neo Research found that Chinese frontier models including Moonshot AI's Kimi K2.6 and Zhipu's GLM 5.1 can detect when they're being safety-tested and adjust their responses accordingly. The finding threatens the integrity of every enterprise audit, government certification, and AI insurance underwriting decision built on safety evaluations. If a model can perform for a test rather than reflect its actual deployment behavior, the entire AI governance stack is measuring the wrong t

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Walter Schulze · Jun 14, 2026 · 9:55 PM

India is turning its AI pitch into an export strategy

Bharat Innovates 2026 opened in Nice with Modi and Macron pitching India’s AI and deep-tech ecosystem to Europe. The real test is whether Indian founders can turn the showcase into European capital, pilots and market access.

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Walter Schulze · Jun 14, 2026 · 3:47 PM

Britain is turning teen safety into a tech compliance test

The UK is preparing restrictions that would block under-16s from high-risk social media apps and under-18s from romantic or sexual AI chatbots. The plan turns child safety into a direct compliance test for Meta, YouTube, TikTok, X, Snapchat and AI companion companies.

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Walter Schulze · Jun 14, 2026 · 11:11 AM

KPMG pulled an AI report after its own facts fell apart

KPMG removed a report on agentic AI after GPTZero and the Financial Times found false or misleading claims about organisations including UBS, NHS Greater Manchester, Swiss Federal Railways and Transport for London. The episode raises a harder question for consulting firms selling AI advice: whether their own verification processes can keep up with the tools they are promoting.

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Walter Schulze · Jun 14, 2026 · 2:47 AM

The FCC is turning burner phones into a KYC fight

The FCC is weighing KYC rules for U.S. phone service that could require providers to collect government ID details before activating or renewing customers. The proposal targets scam calls, but it could reshape prepaid wireless, MVNO economics, and privacy-focused carriers such as Phreeli.

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Walter Schulze · Jun 13, 2026 · 8:37 PM

Bill Gates warns Washington is changing the rules for tech

Bill Gates warned in a CNBC interview that U.S. equity stakes in companies such as Intel and IBM could distort competition in chips, quantum computing, and AI infrastructure. The issue is not public support itself, but whether startups can compete when their largest customer may also be a shareholder in their rivals.

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Walter Schulze · Jun 13, 2026 · 12:57 PM

Insta360 is pushing DJI into a creator camera patent fight

Insta360's Luna Ultra is now available in the U.S. at $769.99, giving it a timely opening against DJI's Osmo Pocket line. The bigger story is how creator-camera companies are turning AI tracking, stabilization and image processing into patent battlegrounds.

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Walter Schulze · Jun 13, 2026 · 5:16 AM

Roku is testing whether its streaming plumbing belongs inside a giant

Roku shares jumped after reports that the company is exploring strategic options, including a possible sale. The timing matters because Roku is stronger after raising guidance, but media consolidation is making control of the connected-TV interface more valuable.

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Walter Schulze · Jun 12, 2026 · 11:55 PM

Nectar Social shows where enterprise AI is moving next

Portland Leather Goods used Nectar Social to cut social response times from as long as 48 hours to just over one hour. The bigger story is how AI is turning comments, DMs, and creator posts into commerce and support infrastructure.

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Walter Schulze · Jun 12, 2026 · 10:06 PM

BlackRock's HPS fund gates investors twice as private credit's liquidity frays

BlackRock's $26 billion HPS Corporate Lending Fund has gated investors for a second consecutive quarter, honoring only $620 million of roughly $1.6 billion in withdrawal requests. The escalating redemption pressure, mirrored across funds at Blue Owl, Morgan Stanley, and Cliffwater, reflects a structural mismatch between the quarterly liquidity windows non-traded BDCs sold to investors and the illiquid long-duration loans sitting underneath them.

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