Published Soursen pieces tagged openai, with the standfirst, the beat and the day the piece went up. Every fact is checked against the source.
Security
An AI pipeline found, proved and drafted fixes for 948 kernel bugs at about $1,279 each. Finding them was the cheap part. The bigger lesson is who now has to fix them, and how fast.
AI & GPU compute
Audited 2025 figures show a company tripling revenue while burning cash faster than any startup ever has. The loss is only half the story. The other half is a loop of deals that turns the same dollars into growth at three companies at once, and a bill that has four ways of reaching you.
Infrastructure
Oracle just moved to defer rent on its flagship Stargate data center before it opens. The reason is not chips or compute, it is a permit fight over a pipe, and the borrowed money behind the project means one delay travels everywhere.
Infrastructure
2 nanometers. That is approximately 10 to 20 atoms wide, depending on the element. TSMC began volume production of 2nm chips in Q4 2025, ramping hard through 2026, with initial yield rates of approximately 70%.
AI & GPU compute
Let me start by asking you something honest. If every AI writing tool disappeared tomorrow, could you still do your job?