< article id="post-952673"> (A quick note before we begin: GenInnov is hosting a call this Wednesday, November 11, for investors interested in discussing a range of innovation investment themes. Details and registration are here.) Markets lately look like a protest march against AI, a coalition o

< article id="post-952666"> An AI server can meet every specification and still sit idle, waiting for electricity or local approval. For Asia’s suppliers, the US midterms have made those constraints harder to ignore. Their response should begin before the next specification is written. Political