Archive

SpaceX locks in $26B in annualized compute revenue from Google. ASML spinout Invisix raises €20M.

A natural gas renaissance underway for AI infrastructure; GE Vernova rises as capital rotates to power. Broadcom down 13%.

Vector Core Compute launches for production disaggregated inference. Broadcom Q2 prints $10.8B AI revenue; Anthropic and OpenAI confirmed as gigawatt-scale custom silicon customers.

SK Hynix plans to double wafer capacity as Jensen Huang writes "Please Make More" at Computex — memory shortage extends to 2030

Closing a loophole enabling Chinese companies to buy AI chips; Marvell anointed next $1T company by Jensen at GTC