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The AI that we'll have after AI (Doctorow)
(pluralistic.net)
This is a most excellent place for technology news and articles.
I can strongly recommend the arricle from the OP blog post about marker dynamics and use of what is essentially accounting fraud by major companies involved in AI:
Lifespan of AI Chips: The $300 Billion Question
I am looking forward to reading the research paper they are working on.
While the author takes a relatively neutral tone, the analysis is brutal in its portrayal of major market players (Nvidia, Microsoft, Amazon, Google); they come of more as oligopolists who are happy to engage in what is de facto in an attempt to undermine true market competition.