#AI Compute

A billion times. No timeline. No baseline. No math. That is the entire...

On a grey Tuesday in Paris, I watched a car headline scroll through a crypto...

At $185 a share, Cerebras Systems opened its debut as the most anticipated...

The number that should have stopped the press release was not the $1.2 billio...

The Nscale File: A Crypto Headline With Zero Crypto in It The Cold Pile I kee...

Hook JPMorgan moved CoreWeave to Overweight this week with a $125 price targe...

Last March, in a rented room above a coffee shop in District 3, a developer...

On September 13, a claim entered the AI capital-expenditure conversation that...

Sixty-eight months. One check. Micron's Taiwan workforce opened compensation...

Let's look at the data first. Over the past 72 hours, options flow on major...

The announcement landed on August 24th with the weight of a fully-loaded serv...

The signal came through the fog of a quiet Tuesday afternoon: Microsoft has...

The market is not pricing in infrastructure risk; it is pricing in narrative...

Mark Cuban said it: "This asset class will become the next crypto." He’s half...

Hook $25.75B revenue. 112% YoY growth. $104B in backlog. CoreWeave’s Q2 report d

The data shows a capital expenditure projection that would make most sovereig...

Hook Elon Musk’s SpaceX plans to deploy over 10 gigawatts of computing power ...

The data is stark. SemiAnalysis’s latest report doesn’t mince words: Google...

On November 14, 2023, Beijing issued a formal diplomatic warning to Washingto...

Friction reveals the fault lines no one else sees. And there's a fault line...

The lights were still blinking green in the data center, but the party was...

In Q2 2024, SK Hynix posted a 55% gross margin—a 15-year high. The driver...

Ionic Digital closed its first day on Nasdaq up 25%, carrying an implied...

The trap isn’t the promise of infinite compute. It’s the assumption that Nvid...

Morgan Stanley dropped a bomb last week. Their strategists predicted that by...

Silence is the first vote in a true consensus. When I saw the headline—'Hong...

The number came first. $70 billion. AI contracts signed by Bitcoin miners. A...

The statement landed like a hammer on glass. US Treasury Secretary Bessent,...

Hook On May 2026, Elon Musk publicly admitted what no one expected: "Anthropi...

Hook Two weeks ago, I ran a script to compare on-chain revenue per token acro...