The headline number out of Korea this week is 200 megawatts. It is the wrong number to watch. NAVER, NVIDIA and Brookfield said they will more than triple the NVIDIA DSX AI factory at NAVER’s…
Bloomberg reported on July 20 that Z.ai — the Chinese lab that used to call itself Zhipu — has switched on part of a data center drawing roughly a gigawatt of power that runs, by…
Article Brief Key Takeaways 5 Points30s Read 01The deal–AMD and Cerebras will split AI inference across two machines: AMD Helios racks process prompts and long context, the Cerebras Wafer-Scale Engine generates tokens. 02The 5x–The headline…
Article Brief Key Takeaways 4 Points24s Read 01The number–Amazon’s custom silicon business runs at a $20B+ annual pace, up nearly 40% in Q1 and triple digits year over year. 02The book–Customers hold over $225B in…
NRG Energy has put a number on its enlarged PJM footprint: 6,839 megawatts cleared for the grid operator’s 2028–2029 delivery year at an average $325 per megawatt-day. The rate was the regulator-set cap. The amount…
SLB has spent a century learning how to move complicated industrial systems from drawings to working sites. That old capability is quietly becoming an AI-infrastructure business. Its new agreement with Liberty Energy is not about…
Market Brief Key Takeaways 5 Points30s Read 01The move–Lumentum closed July 9 at $794.30, up 12.33% — about eight times the Nasdaq’s gain — and is up roughly 115% in 2026. 02The business–Lasers, 1.6T optical…
Vertiv Holdings has become one of the cleanest ways to own the AI build-out without betting on which chip wins. It does not make GPUs; it makes the power and cooling systems that keep racks…
Do Data Centers Raise Your Electricity Bill? The State-by-State AI Power Fight — and the Utility Stocks Caught in It
June 18, 2026
Article Brief Key Takeaways 6 Points36s Read 01The short answer–Yes, data centers can raise your bill — but mostly through wholesale and grid-capacity costs, and far less than the viral ‘267%’ figure implies. 02The 267%…
The AI Trade Just Got Less Forgiving
June 5, 2026
Friday’s tape delivered the useful kind of warning: AI demand can be excellent and the stocks can still be punished. Broadcom did not hand investors a weak quarter. In its SEC-filed Q2 fiscal 2026 release,…
Seagate stock is no longer trading like a sleepy hard-drive name. It is trading like a scarce AI infrastructure bottleneck, and that is exactly why the setup has become more interesting and more dangerous at…
CRDO stock forecast before Credo earnings
May 28, 2026
Article Brief Key Takeaways 4 points24s read 01The setup–Credo reports Q4 FY26 results after the June 1 close, with the call scheduled for 2:00 p.m. Pacific time. 02The tape–TECHi shows CRDO at $225.10 after-hours, near…
Article Brief Key Takeaways 4 points24s read 01Market clock–U.S. equities are closed Monday, May 25, 2026, for Memorial Day; AMD’s next regular session is Tuesday, May 26. 02New angle–The better AMD test is CPU attach…
Article Brief Key Takeaways 5 points30s read 01The setup–AI spending is turning from a chip-only story into a physical infrastructure buildout around data centers, power, cooling, batteries, and grid access. 02The capex proof–Epoch AI estimates…
ARM Stock's New AI Test: Agentic AI CPUs
May 11, 2026
Article Brief Key Takeaways 5 points30s read 01The move–ARM sold off after a strong Q4 because supply and silicon execution now matter as much as the earnings beat. 02The new test–Arm says agentic AI could…
CoreWeave Stock: $99B Backlog Meets Debt Test
May 11, 2026
Article Brief Key Takeaways 4 points24s read 01The issue–CoreWeave’s Q1 proved AI cloud demand, but the stock reaction was about financing that demand. 02The backlog–Revenue backlog reached $99.4 billion at March 31, 2026, up sharply…
Article Brief Key Takeaways 5 points30s read 01The angle–AI data centers are shifting the stock story from chips alone to power, cooling, grid equipment, and scarce capacity. 02Global count–Data Center Map lists 11,414 data centers…
Sandisk Stock and the AI Data Exhaust Trade
May 11, 2026
Article Brief Key Takeaways 5 points30s read 01New frame–Sandisk’s sharper AI thesis is not generic SSD demand; it is the retained data trail created by AI agents, RAG systems and enterprise workflows. 02Live setup–SNDK traded…
Google Search vs ChatGPT Energy: AI Margin Trap
May 11, 2026
Google said in 2009 that an average search used 0.0003 kWh, or 0.3 watt-hours. Sam Altman wrote in 2025 that the average ChatGPT query uses about 0.34 watt-hours. On paper, search and a modern AI…
Micron Stock: NVIDIA’s AI Memory Toll Booth
May 11, 2026
$746.81▲ +100.34 (+15.52%) Day Range $676.37 – $747.21 Volume 64.1M Market status U.S. regular session closed; snapshot as of May 8, 2026, 4:00 p.m. ET. NVIDIA read-through NVDA $215.20, up 1.75% at Friday’s close. Semiconductor…
Dell Stock’s AI Server Credit Risk
May 11, 2026
$260.31▲ +30.18 (+13.11%) Day Range $235.22 – $263.74 Volume 513,049 Snapshot source Alpaca IEX, May 8, 2026 TECHi stock doc No relatedStocks ID mapped for DELL AI backlog $43B entering FY27 Core question Backlog quality…