The network recorded 20,300 visits and 21,600 page views across 82 sites during October 4–10, according to the weekly Cloudflare Web Analytics report. Visits increased 34.44% over the preceding week, while page views rose 30.91%. That is a substantial improvement, although the slightly slower growth in page views leaves a familiar question: are we bringing people in and giving … [Read more...] about A Stronger Week Across the Network, October 4–10, 2026
Reports
The Tariff Map Is Becoming an Industrial Policy Map—and the U.S. Economy Is Paying the Price
A tariff on imported steel can protect a steel producer while making an American machinery manufacturer less competitive. A tariff on semiconductor products can raise the cost of equipment assembled in the United States. A tariff on pharmaceutical ingredients can burden domestic drug production. These are not peripheral complications. They are central to understanding why the … [Read more...] about The Tariff Map Is Becoming an Industrial Policy Map—and the U.S. Economy Is Paying the Price
PC Shipments Fall 22.4% as Higher Component Costs Price Buyers Out
The PC market’s latest decline raises a difficult question for manufacturers: how much cost inflation can they pass to buyers before those buyers postpone replacing a computer? Gartner’s preliminary third-quarter 2026 estimates, released October 12, put worldwide PC shipments at 55.4 million units, down 22.4% from a year earlier. Gartner attributes the contraction to higher … [Read more...] about PC Shipments Fall 22.4% as Higher Component Costs Price Buyers Out
Infrastructure Software Market Watch: Five Early-Stage Tools Test Edge Data, Agent Security, Metering, Agent Setup and Proxies
Five infrastructure projects launched in alpha over the past few weeks, each one aimed at a separate segment of the software market. Taken together, they make a useful sample. They show where demand is shifting, where incumbents are entrenched, and where a small entrant still has room. The projects are AltSql, VPN Works, Precomputing, Preconfiguration and BareProxy; all five … [Read more...] about Infrastructure Software Market Watch: Five Early-Stage Tools Test Edge Data, Agent Security, Metering, Agent Setup and Proxies
The Economist Is Right About a Million AI Jobs. It’s a Construction Boom, Not a Tech Boom.
I own the picks and shovels. Chip equipment, memory, the industrial names that sell into data-centre construction. When someone tells me the build-out is a bubble, I'm not a neutral party, because a bubble would cost me money. So take what follows knowing that. The Economist's number is right. Not approximately right. Not right by accident. Right. Roughly a million … [Read more...] about The Economist Is Right About a Million AI Jobs. It’s a Construction Boom, Not a Tech Boom.
