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LATEST INSIGHTS
The Vector™
The Vector™ — The Captive Fab
Terafab is no TSMC competitor. Eighty percent of its capacity is a radiation-hardened chip for orbit, and what Intel really brings is packaging, not the node.
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O Dossiê™
O Dossiê™ — O turno que ninguém faz: piloto para a restauração de Ponta Delgada.
O caderno de implementação de um agente de voz com IA: ponto de partida na restauração de Ponta Delgada.
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The Pulse™
The Pulse™ | Week 32: The conversion test
Five signals from the fog. Coverage window: Mon July 27 to 31, 2026.
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The Sextant™
Who Owns the Return?
Hyperscaler spending rose 77% while 57% of enterprises still show no return. The Sextant on the layer, the unit, and the owner that decide whether AI pays back.
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