Archive

Lithography machines in China, Intel-Apple reported collaboration, and AMD acquires memory startup.

FERC fast-tracks AI data center grid connections, SpaceX launches a $20B bond sale, and Architect Labs raises $24M to build custom silicon

Hyperscaler AI capex is projected to exceed operating cash flow in aggregate by Q3 2026 — the self-funded era of the AI buildout is ending.

Nvidia's $25B bond — first since 2021, $85B in orders; HydraHost raises $100M Series A; Google expands data center footprint to Alabama

SpaceX's $75B IPO forming the fourth hyperscaler; Google using old phones to aggregate compute.