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Curated insights each day from Global Wealth Office.
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AI, Policy, and Power: Washington and Big Tech Converge
At CES 2026, leading technology firms signaled closer alignment with Washington on artificial intelligence, underscoring a shift toward AI as national infrastructure with implications for capital formation, compute, and energy systems.
AI Boom Triggers New Global Memory-Chip Supply Crunch
A new AI-driven memory-chip shortage is roiling global supply chains as soaring demand outpaces production, reshaping semiconductor markets and impacting hardware manufacturers worldwide.
Germanium’s Quantum Leap
Physicists induced superconductivity in gallium‑doped germanium at 3.5 K, a CMOS‑ready step toward hybrid quantum chips. Foundry‑compatible Ge can unify superconducting and classical logic on one wafer—promising advances in quantum circuits, sensors, and ultra‑low‑power AI compute.

