Articles by Hiroshi Nakamura
Tech and AI ETFs Compared: What You're Really Buying
A plain-language look at what sits inside technology funds, where the fees go, and why two funds with similar names can hold almost the same stocks.
Tech and AI Stocks to Invest in — How to Choose Tech Stocks to Invest In: A Framework, Not a Tip
Headlines move prices for a day. Moats, cash flow and concentration decide what a technology business is worth over years.
What is Stargate UAE, Abu Dhabi's AI campus
Announced in May 2025, Stargate UAE is a planned five-gigawatt AI campus in Abu Dhabi built with OpenAI, Oracle, NVIDIA, Cisco and SoftBank, the first Stargate project outside the US.
The Arabic large language models: Falcon, Jais, ALLaM
Falcon from Abu Dhabi's TII, Jais from G42 and partners, and Saudi Arabia's ALLaM anchor a growing family of Arabic-first models, now distributed on global clouds.
The Gulf's semiconductor ambitions
Saudi Arabia's Alat targets $100 billion by 2030 with SoftBank as a cornerstone investor, while the UAE pairs Cerebras supercomputing with chip-design bets. How real are Gulf chips?