14 September 2026
Heard In AI
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Cloud computing

Articles about Cloud computing from podcasts, articles and papers, with links to the original sources.

Latest articles

Policy & Power Briefing

Graylin says China’s AI advantage is deployment, not an AGI finish line

Alvin Graylin argues that China is competing to spread useful AI through industry and overseas developer communities, rather than betting everything on reaching general intelligence first. Provincial competition and open-weight models help explain his account, though the policy contrast is not absolute: America’s AI Action Plan also explicitly promotes adoption.

7 min read
AI & Money Briefing

Graylin: cheaper AI could undermine the debt funding data centers

Alvin Graylin argues that AI can become more useful while earning less for the companies financing its infrastructure. His warning centers on cheaper models and local computing weakening cloud revenues, just as NVIDIA proposes financing platforms intended to mobilize more than $500 billion of outside capital.

5 min read

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