#AI Compute

The capex line reads $145 billion for the latest fiscal year. The roadmap,...

Earlier this month a document surfaced in an unlikely place — not a research...

The number hit my screen mid-morning: $1220 billion. That is not a typo. Open...

Decoding the 2024 data center power play begins with a single, deceptively...

The press release says a new benchmark has been set. The financials say...

Hook Nvidia is no longer a chip company. It is a bank. A $205 billion AI shad...

Hook Amazon just announced a $18 billion data center investment in Louisiana....

Hook Over the past 72 hours, the narrative of a “20-year alliance” between...

Clusters don't watch the candle, watch the cluster. Over the past 30 days,...

In the ashes of the 2022 crypto credit crisis, a new breed of Bitcoin miners ...

The 115 basis point spread is not the story. The story is what AMD plans to b...

Block 1,245,678. A timestamp anomaly. On-chain data shows a cluster of...

Goldman Sachs upgrades Nvidia. Target $285. Buy rating. The market cheers. I...

Contrary to the prevailing narrative that decentralized compute will...

You think AI crypto tokens are the future? Think again. NVIDIA just bet $50...

2.8 trillion parameters. 1.04 trillion activated per token. Kimi K3 is not ju...

Stop believing decentralized compute networks will scale to meet global AI...

Hook On April 12, 2025, Bitcoin's seven-day average hashrate crossed 650 EH/s...

The market isn't irrational; it's just priced for a different reality. On Jul...