Blog

Huntsman-Olin: The $300 Million Promise

Michael McDowell June 16, 2026

The CIO role is the one to watch next. Whoever gets that seat inherits both transformation programs, both mid-flight ERP decisions, and a 24-month deadline with a nine-figure number attached to it.

Carrier Satellite JV: SpaceX Panic Disguised as a Partnership

Michael McDowell June 10, 2026

The carriers saw it coming and panicked, but even with SpaceX’s massive lead, satellite technology hits a brick wall of pure physics.

Quantinuum’s $1.68 Billion IPO & the Race to Quantum Commercialization

Steve McDowell June 9, 2026

Quantinuum opened trading on the Nasdaq last week (symbol: QNT), raising $1.68 billion in the largest traditional IPO to date for a pure-play quantum computing company.

Priced at $60 per share, above the marketed range of $53 to $55, and oversubscribed by a double-digit multiple before trading began, the debut caps a multi-year run of technical milestones, high-profile partnerships, and deepening enterprise engagement.

Computex 2026: AI Infrastructure, the PC Wars, and the New Connectivity Arms Race

Steve McDowell June 7, 2026

Computex has historically been a client- and consumer-focused event, but those markets now take a back seat to enterprise infrastructure and the components that define an AI factory. The key messages were all AI, all the time.

The keynotes were entirely semiconductor-first, with talks by three chip CEOs: Jensen Huang of NVIDIA, Cristiano Amon of Qualcomm, Lip-Bu Tan of Intel, and Matt Murphy of Marvell. Each painted a slightly different picture about where the AI buildout is headed.

NVIDIA Is Rewiring the Data Center with Light

Steve McDowell June 3, 2026

NVIDIA is actively working to replace electrons with photons across the entire connectivity stack, from co-packaged optics at the switch level to optical fiber cabling throughout the rack and facility.

IBM’s Big Quantum Month: A $10 Billion Bet, a National Fab, and a 2029 Deadline