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TECHNOLOGY / ARTIFICIAL INTELLIGENCE
Artificial Intelligence
Models, semiconductors, infrastructure, regulation, capital spending and market transmission — primary-source first, with licensed and secondary reporting clearly separated.
CURRENT INTELLIGENCE
What changed in AI
Governed developments from the canonical M.E. Standard feed. Sparse is acceptable when evidence does not qualify.
No market impact is inferred without scanner observations.
Watch for official updates, earnings/capex evidence, regulation and observed market response.
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LIVE / RECENT MEDIA
Live Intelligence Feeds
Visible media from authorized sources. LIVE, RECENT, REPLAY and LINK OUT are explicit states; nothing is presented as live unless the provider confirms it.
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A video does not establish a fact by itself. Claims from video enter M.E. Standard intelligence only after provenance and evidence checks.
SOURCE NETWORK
Source authority, visible
Primary labs/companies, licensed professional reporting and reputable secondary context stay visibly separated. Followed sources are prioritised by My Desk.
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MARKET TRANSMISSION
Where AI reaches markets
Coverage channels only. Live market claims remain unavailable until governed scanner observations exist.
GPUs, accelerators, foundries, memory, networking and supply constraints.
SCANNER STATE · NOT YET ACTIVATEDCapacity, electricity demand, cooling, grid investment and infrastructure build-out.
SCANNER STATE · NOT YET ACTIVATEDHyperscaler capex, enterprise adoption, earnings and financing sensitivity.
SCANNER STATE · NOT YET ACTIVATEDRegulation, safety, cybersecurity, productivity, workforce and public-policy transmission.
SCANNER STATE · SOURCE EVIDENCE ONLYMY DESK HANDOFF
Turn global AI coverage into relevant context
Follow the sources that matter to you here. My Desk already uses followed-source preferences to prioritise evidence. Market-scanner observations will later add confirmation without changing the evidence authority.
M.E. Standard reports what changed and interprets governed evidence. Meridian owns chart/market-structure observations. TXG governs trading-plan conversion. No part of this AI desk emits autonomous buy/sell instructions.
