The Team
NextWave Insight is a small, independent editorial team. We cover AI, semiconductor hardware, tech economy, and policy — focused on early signals before they reach the mainstream press.
Arjun Mehta
AI Infrastructure & Semiconductors
Arjun Mehta covers AI compute infrastructure, semiconductor supply chains, and the hardware economics driving the next wave of AI. He has a background in electrical engineering and spent five years in process integration at a leading semiconductor foundry before moving into technology analysis. He tracks arXiv pre-prints, IEEE publications, and foundry filings to surface developments before they reach the mainstream press.
Read their work: Silicon Quantum Computing Just Proved It Can Do Real Computation · The AI Chip Shortage Never Ended. It Just Changed Shape.
Sarah Chen
Tech Economy & Venture Capital
Sarah Chen analyses the economic forces shaping the AI industry — venture capital flows, enterprise spending, and market concentration. She holds an MBA and previously covered enterprise software and fintech at a specialist research firm. Her coverage draws on SEC filings, earnings calls, and primary financial data to find the signal beneath the noise.
Read their work: Venture Capital Hit a Record in Q1 2026. Four Companies Took 64% of It. · Open Source AI Has Closed the Performance Gap. Now the Real Choice Begins.
Marcus Webb
Policy, Regulation & Geopolitics
Marcus Webb covers AI policy, regulation, and geopolitics — from EU legislation to DARPA programmes to US-China technology competition. He has a background in technology law and previously worked as a policy analyst at a nonpartisan technology policy institute. He tracks standards bodies, government procurement signals, and legislative developments that others miss.
Read their work: The Definitional Gap: Why the Industry Can’t Agree on What “Production” Means for AI Agents · The EU AI Act Is Already Partly in Force. Most Enterprises Are Not Ready.
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