The headline number out of Korea this week is 200 megawatts. It is the wrong number to watch. NAVER, NVIDIA…
Bloomberg reported on July 20 that Z.ai — the Chinese lab that used to call itself Zhipu — has switched…
Article BriefKey Takeaways5 Points30s Read01The deal-AMD and Cerebras will split AI inference across two machines: AMD Helios racks process prompts…
Article BriefKey Takeaways4 Points24s Read01The number-Amazon's custom silicon business runs at a $20B+ annual pace, up nearly 40% in Q1…
NRG Energy has put a number on its enlarged PJM footprint: 6,839 megawatts cleared for the grid operator’s 2028–2029 delivery…
SLB has spent a century learning how to move complicated industrial systems from drawings to working sites. That old capability…
Market BriefKey Takeaways5 Points30s Read01The move-Lumentum closed July 9 at $794.30, up 12.33% — about eight times the Nasdaq's gain…
Vertiv Holdings has become one of the cleanest ways to own the AI build-out without betting on which chip wins.…
Article BriefKey Takeaways6 Points36s Read01The short answer-Yes, data centers can raise your bill — but mostly through wholesale and grid-capacity…
Friday's tape delivered the useful kind of warning: AI demand can be excellent and the stocks can still be punished.Broadcom…
Seagate stock is no longer trading like a sleepy hard-drive name. It is trading like a scarce AI infrastructure bottleneck,…
Article BriefKey Takeaways4 points24s read01The setup-Credo reports Q4 FY26 results after the June 1 close, with the call scheduled for…
Article BriefKey Takeaways4 points24s read01Market clock-U.S. equities are closed Monday, May 25, 2026, for Memorial Day; AMD's next regular session…
Article BriefKey Takeaways5 points30s read01The setup-AI spending is turning from a chip-only story into a physical infrastructure buildout around data…
Article BriefKey Takeaways5 points30s read01The move-ARM sold off after a strong Q4 because supply and silicon execution now matter as…
Article BriefKey Takeaways4 points24s read01The issue-CoreWeave's Q1 proved AI cloud demand, but the stock reaction was about financing that demand.02The…
Article BriefKey Takeaways5 points30s read01The angle-AI data centers are shifting the stock story from chips alone to power, cooling, grid…
Article BriefKey Takeaways5 points30s read01New frame-Sandisk's sharper AI thesis is not generic SSD demand; it is the retained data trail…
Google said in 2009 that an average search used 0.0003 kWh, or 0.3 watt-hours. Sam Altman wrote in 2025 that…
$746.81▲ +100.34 (+15.52%)Day Range$676.37 – $747.21Volume64.1MMarket statusU.S. regular session closed; snapshot as of May 8, 2026, 4:00 p.m. ET.NVIDIA read-throughNVDA…
$260.31▲ +30.18 (+13.11%)Day Range$235.22 – $263.74Volume513,049Snapshot sourceAlpaca IEX, May 8, 2026TECHi stock docNo relatedStocks ID mapped for DELLAI backlog$43B entering…