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The AI Supply Chain Spent $1 Trillion in Q1 2026. The Receipt Says 1.1x.
$1T committed to AI in one cycle, measured productivity gain is 1.1x. Every supply chain node profits either way.
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One Company Makes 90% of AI Chips. TSMC Just Showed Why That's a Problem.
TSMC's Q1 2026 earnings reveal AI's deepest risk: 90% of advanced chips, one island, zero short-term alternatives.
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MCP Supply Chain Crisis: npm's Nightmare, but at 10x Speed
16,000 MCP servers, 66% with security holes, zero lockfiles. The AI tool ecosystem is speedrunning npm's worst mistakes.
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Every Text Your AI Agent Reads Is an Unsigned Command
Five MCP CVEs in two weeks, 475 AI-generated malicious PRs in 26 hours, and zero reliable defenses. Prompt injection meets production agents.
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12% of OpenClaw's Plugin Store Was Malware. The Fix Took 8 Weeks.
341 malicious skills, 30K exposed instances, an 8-week fix. Your AI agent's plugin store needs ops hygiene.