The AI Realist

The AI Realist

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Huawei Can’t Buy EUV. It Says It Doesn’t Need To.
A new “scaling law” reframes the chip race from space to time. The export-control wall was built to deny the first. It has no answer for the second.
 • Julien Simon
Lobby, Levy, Legislate
How Mistral is trying to convert a perishable contact list into permanent law.
 • Julien Simon
Zero for Three
Strikeout. Three rare earth tests for Beijing. The summit answered no to each. November 10 is on the calendar.
 • Julien Simon
Where the HALEU bet actually pays
Capacity Factor — Post 2 of 6 in a series on US nuclear fuel cycle equities.
 • Dante
Below the Silicon
Trump flies to Beijing on Wednesday. Here’s the recipe his hosts control, element by element.
 • Julien Simon
Where the Uranium bottlenecks actually are
Capacity Factor — Post 1 of 6 in a series on US nuclear fuel cycle equities.
 • Dante
The $500 Billion Umbrella
OpenAI called it the largest infrastructure project in history. Now they call it an umbrella.
 • Julien Simon
The Round Trip
Four hyperscalers reported $700 billion in combined AI infrastructure spending. The number that matters is how much of their reported AI revenue is…
 • Julien Simon

April 2026

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