#AI Compute

The Information reports that OpenAI has purchased thousands of Mac mini and M...

The largest private capital raise in the history of technology was not for a...

The data is stark. Anthropic, the AI safety poster child, is reportedly...

Hook A 40% year-over-year revenue jump to $79.1 million. HIVE Digital...

Silicon ghosts in the machine, verified. Over the past seven days, HIVE Digit...

When I first saw the term 'structured liquidity' applied to GPU clusters, I h...

The chart is a lie. The real asset is not the GPU but the narrative of...

Over the past 90 days, a narrative died. Not with a public collapse, but with...

Over the past seven days, a single macroeconomic print has been repackaged as...

The chart does not lie, but it does not tell the truth either. Over the past...

Unraveling the quiet consensus that AI infrastructure is no longer the sole...

The ledger of global compute is being rewritten. AWS just raised its Trainium...

The numbers are almost too clean: 150 billion, 1.4 gigawatts, 2026 activation...