Nvidia Stopped Selling Chips. It Sells Gigawatts Now — at $40 Billion Each.
Nvidia now measures itself in revenue per gigawatt: about $40 billion for Vera Rubin. The math says as much about who's buying…
Data centers
Every prompt/power story on Data centers, including “Nvidia Stopped Selling Chips. It Sells Gigawatts Now — at $40 Billion Each.” and “Micron Just Booked a $5…
10 stories
Micron Just Booked a $54 Billion Quarter. Now Comes the Hard Part: Believing It Lasts.
Revenue up 379%, an 87% gross margin and HBM sold out. Micron's quarter is spectacular, and that is exactly why you should…
Nvidia’s China Freeze Is Now Just the Weather
Nvidia now guides to zero China data-center revenue as its baseline. When the world's most valuable chipmaker stops pricing China in, the…
Force Majeure at 77 Cents on the Dollar
Oracle invoked force majeure to exit a lease on an unbuilt data center, the first 'committed' AI-boom dollar to hit reality. Bonds…
The AI Data-Center Debt Map
Trillions in AI compute commitments sit off the balance sheet in project SPVs. Oracle's New Mexico force majeure is the first stress…
Five Drops, Nine Trillion Litres
Industry measures AI's thirst by the drop. The UN measures it by the reservoir. Both are using real numbers.
The steel county powering Google’s AI with sunlight, on paper
America's top steel county is hosting the biggest US solar-plus-storage build, sold to Google through a contract that moves accounting entries, not…
Climate tech’s $26 billion half is really the data-center trade
Climate tech's H1 funding rose 55% to $26 billion, but deal count hit a five-year low and low-carbon data centers took 34…
A $1.3 trillion tantrum: chips sell off while Samsung prints the best quarter in its history
Chip stocks lost roughly $1.3 trillion in five sessions while Samsung posted a record quarter. The market is pricing policy and payback,…
The AI memory supercycle comes for the $200 phone
Memory is now up to 64 percent of the build cost of the cheapest phones, and Omdia sees sub-$400 shipments falling 22…