- Why China’s Alleged Memory Chip Breakthrough Should Be Taken With a Grain of Salt
- EnergyX’s Trafigura Deal Moves Lithium Extraction From Technology Promise Toward Commercial Scale
- Marvell’s New Memory Expanders Target the Economics of AI Inference
- AI Financing Fears Are Overrated: Hyperscaler Debt and Nvidia’s Vendor Deals Sit on Real Revenue
- HyperCrux Market Analysis: Agent Memory and Local AI Drive Demand for a One-File Multi-Model Database
- Small Infrastructure Primitives Run the $700 Billion AI Buildout, and Open Source Is How They Get Adopted
- Screening Startup and Product Ideas After a Brainstorm: Four Questions, Money First
- An AI Lab Is Paying Up Front for Atlas Energy’s (AESI) Generators as Agentic AI Multiplies Token Demand
- Oracle’s Force Majeure Notice on Project Jupiter Shows Where AI Data Center Risk Is Landing
- AI Infrastructure Credit Costs Rise as CoreWeave-Tied Bonds Price at 9.25% and China Chipmaker Profits Jump 620%
- PC Shipments Fall 22.4% as Higher Component Costs Price Buyers Out
- Infrastructure Software Market Watch: Five Early-Stage Tools Test Edge Data, Agent Security, Metering, Agent Setup and Proxies
- The Economist Is Right About a Million AI Jobs. It’s a Construction Boom, Not a Tech Boom.
- AI Slop Earns Higher CPMs Than Clean Inventory: Why the Ad Market Cannot Fix the Web It Funds
- Weekly Network Analytics, July 19 to July 25, 2026: Visits Up 14%
- Adobe (ADBE) and Figma (FIG) Have Each Lost Roughly Half Their Value to a Competitor Set Worth $34 Million
- Getty Images Kills the $3.7 Billion Shutterstock Merger Rather Than Sell the Editorial Business the UK Demanded
- Fox’s $22B Roku Deal: 4.6x Sales, Paid in 1.5x Stock
- Tuesday Open: AI Earnings Engine Holds the Line as Iran Overhang Fades to Noise
- China’s U.S. Treasury Holdings: The Great Repositioning (2021–2025)
- Texas Instruments Targets the Tiny Power Faults That Can Disrupt AI Data Centers
- d-Matrix Begins Shipping Large AI Inference Clusters as Specialized Compute Gains Ground
- Cisco and NVIDIA Target the Optical Bottleneck in Growing AI Networks
- AI’s Next Infrastructure Challenge Runs From Power Conversion to Liquid Cooling
- Microsoft’s New AI Chip Arrives as Financial Anxiety Clouds the AI Infrastructure Boom
- Penguin Solutions (PENG) Posts Record FY26 on Memory, Bets FY27 on AI Infrastructure
- Boost Run (BRUN) Signs $525.6M GPU Deal as Liquid Compute Opens $250M Facility to Finance Compute Before Delivery
- Vinci Hits $1.5B Valuation Ten Months Out of Stealth With $250M Round for Chip Physics Simulation
- Matic Becomes First Home Robot Cleared From the FCC Covered List as Security Rules Reshape Robot Vacuums
- Precomputing: Materializes Dashboard Answers With SQLite Triggers as Data Arrives
- Semiconductor Stocks Slide as AI Financing Worries and Rising Oil Weigh on Investors
- Foreign Investors Are Selling South Korea, and SK Hynix Is at the Center of the KOSPI Decline
- Memory Stocks Are Pricing a Peak While 2027 HBM Prices Are Set to More Than Double
- Five Small Infrastructure Projects and the Markets Behind Them: Edge Databases, Agent Security, Usage Metering, Agent Environments, Reverse Proxies
- Akamai’s 17% Jump on Anthropic’s $11.6B Deal Skips the 5% Warrant Anthropic Gets in Return
- Adobe Closes $340 Million Topaz Labs Deal With ADBE Trading at 10x Earnings
- Omdia’s Record $425 Billion Chip Quarter: Memory Took Roughly 80% of the New Revenue
- SanDisk (SNDK): The 2027 NAND Supply Wave Arrives in 2029
- Schwab’s August STAX Falls to 57.50 as Retail Sells Software and Buys Chips Off the July Low
- Broadcom Q3 FY26: The Q4 Guide Implies a 55% Incremental Operating Margin Against 67.9% Delivered