Blog

MCP x Cursor PoC: Rogue MCP Servers, IDE Browsers, and Real Defenses

A practitioner’s guide to the Cursor/Windsurf in‑IDE browser takeover class: threat model, safe lab reproduction, generic detections, and an MCP hardening baseline-backed by primary sources.

Majestic Labs vs. the Memory Wall

Three ex-Google/Meta silicon execs raise $100M to build servers with 1,000× typical memory. Here's why the memory-to-compute ratio might matter more than FLOPs and what a small benchmark on a T4 tells us about the slope.

China's AI Dual Flywheel: Why Mainland Hardware Wins First, Hong Kong Internet Later

China's AI earnings split reveals two distinct cycles: mainland hardware suppliers cash in on capex surge now, while Hong Kong internet platforms wait for monetization phase. Here's the timing, the ROI gap, and what to watch in 2026.

Compute Wars: Google’s TPU Push vs Nvidia Blackwell and China’s No‑Sell Moment

As Google touts new AI compute pods and Nvidia’s Blackwell remains a no‑sell to China, policy walls are reshaping where cutting‑edge AI runs. Here’s the split, who benefits, and what to watch next.

After Meta's $75B Bet: A $30B Bond Deal and Wall Street's Harsh Reality Check

One week after Meta announced $75B in AI infrastructure deals, it raised $30 billion in bonds and watched its stock drop 11%. What changed, and what it means for the AI spending race.