These are my notes from the Valley.
Notebook from the Valley was born from a simple observation.
We are living through one of the most consequential periods of technological change in modern history, yet much of what is shaping that transformation remains difficult to see from the outside.
Artificial intelligence is moving from research into deployment. Robotics is entering the physical world. Data centers and computing infrastructure are becoming strategic assets. New advances in energy, hardware, biotechnology, telecommunications, defense, and industrial systems are expanding what companies and societies are capable of building.
Behind every major announcement, however, there is a much larger ecosystem.
Engineers.
Researchers.
Founders.
Investors.
Universities.
Infrastructure providers.
Manufacturers.
Policy institutions.
Communities.
Notebook from the Valley exists to document that ecosystem.
I created it as an independent publication focused on understanding the technologies, companies, people, institutions, and infrastructure shaping the future from Silicon Valley.
I grew up in France and built my career around technology, infrastructure, and innovation. Over the years, I have worked across areas ranging from immersion cooling and sustainable data center infrastructure to edge computing, AI infrastructure, hardware integration, and emerging technologies.
Today, I am based in Silicon Valley, where I serve as the U.S. representative of a French technology company while also working as an independent journalist, innovation analyst, and innovation judge.
These different roles give me several perspectives on the same ecosystem.
Professionally, I work close to the physical infrastructure behind modern computing.
As a journalist, I attend and cover technology conferences, research talks, company events, startup gatherings, product launches, and industry discussions throughout Silicon Valley, California, and the United States.
As an innovation analyst and judge, I evaluate emerging technologies across fields including artificial intelligence, hardware, data centers, telecommunications, cybersecurity, defense, energy, and other advanced technology sectors.
Notebook from the Valley brings those perspectives together.
Reporting from the field
Since moving to California in 2025, I have spent countless hours attending major technology conferences as well as smaller gatherings where founders, engineers, researchers, investors, professors, and students discuss technologies long before they become mainstream.
I have covered and attended events across the United States, from major industry conferences to university talks, startup launches, research discussions, and community gatherings throughout the Bay Area.
Some of the most interesting insights rarely come from keynote slides.
They come from conversations after a panel.
From engineers explaining what remains technically difficult.
From founders describing why an idea failed before it worked.
From researchers discussing what is still misunderstood.
From investors explaining where capital is moving.
From infrastructure operators describing the physical constraints behind digital systems.
Those are the details Notebook from the Valley tries to capture.
The systems behind the systems
Technology journalism often focuses on products, valuations, funding announcements, and personalities.
Those stories matter.
But I am particularly interested in what sits underneath them.
What infrastructure makes an AI model possible?
Where does the compute come from?
How much energy does it require?
How do new technologies move from university research into companies?
What makes a prototype scalable?
Why do some innovation ecosystems repeatedly produce world-changing companies?
How do hardware, energy, capital, policy, talent, and manufacturing interact?
These questions increasingly define the technologies shaping the coming decade.
Artificial intelligence, for example, is often described as a software revolution.
But the deeper you look, the more it becomes an infrastructure story.
Models require GPUs.
GPUs require data centers.
Data centers require electricity, cooling, networking, land, supply chains, and increasingly sophisticated engineering.
Robotics requires sensors, manufacturing, edge computing, and real-time systems.
Defense technology requires hardware, autonomy, secure communications, production capacity, and resilient supply chains.
Space technology requires launch systems, telecommunications, compute, and industrial scale.
The future is not being built in isolated industries.
It is emerging from the convergence between them.
What I cover
Notebook from the Valley focuses on the technologies and ecosystems that are likely to shape the next several decades.
That includes:
Artificial intelligence and AI agents
Foundation models, agentic systems, applied AI, deployment, and the growing transition from AI assistance to autonomous systems.
AI infrastructure and data centers
Compute, GPUs, networking, cooling, energy, distributed infrastructure, edge computing, and the physical backbone of the AI economy.
Hardware and advanced computing
Semiconductors, servers, embedded systems, manufacturing, robotics, and the interaction between software and physical infrastructure.
Robotics and autonomous systems
The movement of artificial intelligence from digital environments into machines operating in the physical world.
Energy and industrial technology
The infrastructure required to support growing computational demand while improving efficiency, resilience, and sustainability.
Cybersecurity, defense, and dual-use technologies
The increasing intersection between Silicon Valley innovation, critical infrastructure, national security, and advanced computing.
Space and telecommunications
The systems extending communication, computing, sensing, and economic activity beyond traditional infrastructure.
Biotechnology and longevity
Emerging technologies expanding our understanding of biology, medicine, and human capability.
Startups, venture capital, and entrepreneurship
The companies, founders, investors, and institutions turning ambitious ideas into scalable organizations.
Universities and research ecosystems
Particularly Stanford, UC Berkeley, and the research communities feeding new technologies into the broader innovation ecosystem.
Beyond reporting
Notebook from the Valley is not intended to be a stream of announcements.
My goal is to provide context.
To ask what is genuinely new.
To understand what technical problem is being solved.
To examine whether a technology can scale.
To understand what infrastructure it depends on.
To look at how companies fit within broader technological shifts.
And, when possible, to connect individual innovations to larger questions about industry, society, and human progress.
This analytical approach is reinforced by my work as an innovation judge, where I regularly assess emerging technologies through criteria including innovation, technical differentiation, market relevance, design, and potential impact.
The objective is not to celebrate every new technology.
It is to understand which developments may actually matter.
Progress is an ecosystem
The more time I spend in Silicon Valley, the more one principle becomes clear:
Progress is rarely the result of a single breakthrough.
It is the result of ecosystems.
Universities generate knowledge.
Researchers push scientific boundaries.
Engineers build systems.
Entrepreneurs organize teams around ideas.
Investors provide capital.
Manufacturers create physical scale.
Infrastructure makes deployment possible.
Institutions establish rules and incentives.
Communities connect people who otherwise might never meet.
Technology is often associated with individual visionaries.
But lasting progress is usually collective.
That is one of the central ideas behind Notebook from the Valley.
Curiosity as a method
I do not believe anyone can understand the technological future from a single discipline.
Artificial intelligence now intersects with energy.
Robotics intersects with manufacturing.
Data centers intersect with electricity grids.
Biotechnology intersects with computing.
Defense intersects with startups.
Space intersects with telecommunications.
Understanding these systems requires crossing boundaries.
That is why curiosity remains central to this publication.
It is what brought me from France to California.
It is what pushes me to attend events outside my immediate area of expertise.
It is what motivates me to speak with people working in industries I do not yet fully understand.
And it is what allows Notebook from the Valley to explore technology as an interconnected system rather than as a collection of isolated products.
Documenting the future while it is being built
Many technologies that define modern life once seemed extraordinary.
Electricity.
Aviation.
Telecommunications.
Modern medicine.
The internet.
Global computing infrastructure.
Artificial intelligence.
Today they are increasingly invisible because they have become part of everyday life.
The technologies currently being developed across Silicon Valley may follow the same path.
Some will disappear.
Some will remain niche.
Others may become foundational infrastructure for the next generation.
Notebook from the Valley exists to follow that process.
To document technologies while they are still emerging.
To understand the infrastructure behind them.
To meet the people building them.
To examine the institutions enabling them.
And to make sense of the broader forces shaping technological progress.
The future does not simply arrive.
It is researched.
Engineered.
Financed.
Manufactured.
Debated.
Deployed.
And built by people.
Notebook from the Valley is my attempt to document that process from inside the ecosystem.
These are my notes from the Valley.
