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10/01
Analysis10/1/2026

Shopify CEO Tobi Lütke: In the AI Era, Taste and Judgment Are More Valuable

Exclusive Interview with The Knowledge Project: Revealing the 'AI Cabinet' Decision-Making Method and the River Project

Shopify Founder and CEO Tobi Lütke recently shared his deep insights on artificial intelligence in a podcast. He revealed that the company is developing 'River,' an internal AI colleague with memory and personality, and has established an 'AI Cabinet' to assist in strategic decision-making. Lütke emphasized that as AI capabilities advance, human qualities such as taste, judgment, and accountability will become more valuable than ever before.

09/30
Analysis9/30/2026

DeepSeek Partners with Huawei to Open-Source TileLang, Targeting NVIDIA CUDA Ecosystem

Beyond Domestic Hardware Replacement: Building a Cross-Chip General-Purpose Programming Infrastructure

DeepSeek has announced the open-sourcing of a compute and programming infrastructure for Huawei's Ascend chips and is jointly optimizing the SuperPoD solution. Its TileLang initiative aims to break the nearly twenty-year ecological dominance of NVIDIA CUDA, enabling a single codebase to be compatible with NVIDIA, Huawei, and AMD chips.

News9/30/2026

Micron Technology's Earnings Beat Expectations as AI Chip Boom Drives Q3 Revenue Near 8.5 Trillion Yen

Explosive HBM and Data Center Business; Long-Term Contracts Cover a Third of Future Revenue, but Massive Capital Spending Pressures After-Hours Stock

Micron's third fiscal quarter revenue surged 4.8 times year-on-year to $54.2 billion, with a gross margin as high as 87%, fully surpassing market expectations. The company projects revenue growth each quarter through fiscal year 2027, but capital expenditures will approach 3.9 trillion yen within six months to address capacity shortages driven by AI demand.

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