ai infrastructure

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Articles

The Physics of Intelligence: Rob Ferguson on the Real Future of AI

February 17, 2026

At a packed San Francisco event, former Microsoft AI head and Fireworks AI leader Rob Ferguson delivered a masterclass on the economics, infrastructure, and trust mechanics that will define who wins in AI.

Resources

VIDEO

DeepSeek, China AI & the NVIDIA Megacluster Race

Dylan Patel and Nathan Lambert join Lex to unpack DeepSeek's rise, the global race to build AI megaclusters, NVIDIA's stranglehold on AI compute, and what China's AI push means for the balance of power in the industry.

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COMPANY

TheAgentic

AI infrastructure for agent builders with a reasoning LLM that outperforms leading models at 1/10th the cost.

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