Your NAND Backup Plan Depends on a Gap That Samsung and SK Hynix Just Funded Shut Semiconductors · Memory Supply Chain A third flash supplier finally has a year of daylight. Its two rivals just committed the capital to erase it. By Shashi Bellamkonda · July 4, 2…
Fable 5 / Mythos 5 Back online Days offline ~14 Anthropic compute spend 2026 ~$20B/yr European enterprises hedging away from US AI Siemens. Renault. Orange. T he models…
Infrastructure · Carrier Strategy Everyone shopping for AI transport is pricing new vendors. The carrier that already ran fiber past the building, and already s…
Revenue Technology · M&A Analysis Zoom just acquired Common Room—unlocking the full revenue journey by connecting pre-call buyer intelligence with world-cla…
Data Infrastructure Google's Lightning Engine for Managed Service for Apache Spark reached general availability in June 2026. Google claims a 4.9x speed gai…
AI Infrastructure · Energy A record buildout was supposed to settle the reliability question. NERC's summer filings moved the question instead, from how muc…