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Is the US losing its edge in science at a faster rate, while China’s open-source momentum and rapid semiconductor advances are quickly narrowing the AI gap with the U.S., putting its global tech dominance at risk? We discuss. Also, Apple is developing an AI engine, and Big Tech is turning into the new industrial empire. Let’s dive in and Stay Curious.
Apple has formed a new team, Answers, Knowledge, and Information, to develop a ChatGPT-style “answer engine” that pulls information from across the web. It could power a standalone app or enhance Siri, Safari, and more. Apple is hiring experts in search engine development, signaling a serious push into AI-powered search. This comes as Apple’s own AI updates to Siri face delays, and Google’s search dominance faces legal challenges.
Apple continues exploring a possible acquisition of Perplexity AI to strengthen its AI search capabilities. While no deal is confirmed, the move would reduce reliance on Google and accelerate Siri and Safari upgrades. CEO Tim Cook says Apple is ready to invest heavily in AI, including large acquisitions.
CapEx (short for capital expenditures) refers to money spent by a company to acquire or upgrade physical assets, think data centers, servers, chip factories, and real estate.
America’s dominance in global science is under threat, argues The Atlantic, as political interference, budget cuts, and hostility toward foreign researchers drive top talent away.
Once the world’s magnet for innovation, U.S. research institutions are now facing brain drain, with countries like China, Germany, and France actively recruiting disillusioned American scientists. Historian comparisons to past declines, like the Soviet Union and Nazi Germany, highlight the risk of ideology overtaking inquiry. While science will continue globally, the U.S. may lose its edge, shifting the center of discovery elsewhere.
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Silicon Valley giants are shifting from “move fast and break things” to “move slow and build infrastructure.” Tech titans like Microsoft, Meta, Amazon, and Google are spending over $100B in capital expenditures, constructing data centers, chip networks, and energy systems, echoing the industrial empires of the past.
Capex on AI infrastructure now outpaces dot-com era telecom spending and is driving U.S. economic growth more than consumer spending. As AI scales, power consolidates in firms that can afford to own the stack, mirroring the dominance once held by railroads and steel barons.
[Our AI Business Services] — [Advertise with Us!] was originally published in Coinmonks on Medium, where people are continuing the conversation by highlighting and responding to this story.
