#ai infrastructure

Three of the most consequential capital allocators of the past two...

Signal in the noise. A Bitcoin miner signs a $350 million GPU cloud contract....

The math is elegant: SanDisk, the spin-off from Western Digital, is no longer...

The consensus is wrong. It assumes that the collapse of a high-conviction fun...

The rumor hit Telegram channels like a contagion: Serenity, the anonymous AI...

The silence between the digits holds the truth. On August 14, 2025, Zhiyang...

Tencent dropped 4.46% on August 13, 2024, while Lenovo surged 20.179%. The Ha...

We didn’t see it coming. While the crypto world was busy debating rollup...

Hook $25.5 billion in a single quarter. That's not a typo. CoreWeave, the...

The $1.5 Trillion Mirage: Morgan Stanley’s Infrastructure Plan and the Hidden...

Black Forest Labs launched FLUX 3 Video. That is one of exactly two facts in...

On August 7, 2025, The Information reported that Stripe had entered exclusive...

Fact: SpaceX has reported a substantial AI capital expenditure in what appear...

The press release is a masterpiece of omission. "Native 8K image generation."...

A 35.5% net margin for a company that sells spinning metal disks is not a...

Over the past 7 days, Lasertec has lost 12% of its market cap. The sell-off i...

Ionic Digital hit the Nasdaq with a 25% surge on its first trading day. The...

NVIDIA’s CEO just drew a line in the sand. Jensen Huang, standing in Washingt...

The numbers are out: AWS signed a $410 million multi-year AI agreement with...

Hook July 28, 2025. That is the date when Ionic Digital Inc.—a Bitcoin mining...

Hook Last week, a blockchain news site slipped a datapoint through the noise:...

On a Tuesday in late July, I found myself staring at a single data point that...

Over the past week, TeraWulf's stock jumped 12% on the back of a single rumor...

The headline reads: IREN Limited surges 15% on Anthropic data center deal. Th...

Hook: I’ve watched the capital rotation from the Mega-Cap Seven to the Chip...

On March 15, the top five DePIN tokens recorded a combined 340,000 unique...