Topic
The AI infrastructure bill
Chips, memory, power, data centers, and cloud capacity, read for what they mean to the businesses paying for them. 37 posts, newest first.
Intel turned its rally into a factory budgetAugust 11, 2026AMD bought less flexibility on purposeAugust 10, 2026The missing number in Twilio's AI quarterAugust 8, 2026Follow the AI order into Caterpillar's backlogAugust 5, 2026The chip agent does not get to argue with physicsAugust 2, 2026Free HubSpot workshopBring one HubSpot problem to a free 30-minute callA screen-share walkthrough of your portal with me, not a salesperson, and a short roadmap at the end. No contract or credit card.Book the free workshopNVIDIA-SK: memory now, cloud in 2027, contracts still formingJuly 27, 2026One AI answer now runs on two machinesJuly 26, 2026Inside the chamber, a CHF 110 million betJuly 22, 2026Amazon Leo found the missing half of satellite internetJuly 19, 2026Airbus made jurisdiction part of the cloud specJuly 18, 2026The AI stack got a cable companyJuly 18, 2026The cloud fight just moved to the org chartJuly 17, 2026Japan put 13,750 chips behind physical AIJuly 16, 2026TSMC turned AI demand into a build orderJuly 16, 2026The AI bottleneck is a connectorJuly 16, 2026The AI stack now has a borderJuly 14, 202696% already hit the network wallJuly 14, 2026What 5 gigawatts buys in Richland ParishJuly 14, 2026Oracle added three gates to OCI AIJuly 12, 2026Britain made cloud uptime a bank problemJuly 12, 2026Meta bought room on Alberta's gridJuly 12, 2026IBM shrank the mainframe to fit the rackJuly 11, 2026A memory chip company just raised Wall Street moneyJuly 11, 2026The next AI bottleneck sits underneath the processorJuly 11, 2026Rackspace is trading today's revenue for an AI infrastructure betJuly 11, 2026Crusoe is selling an exit door with its AI cloudJuly 11, 2026Lumen is buying control of the AI networkJuly 11, 2026The pushback against data centers is the real AI story nowJune 16, 2026Anthropic's compute deal shows AI is turning into balance-sheet infrastructureJune 11, 2026Texas telling data centers to pay their own way is where this gets realJune 11, 2026OpenAI's data center influence warning shows the AI fight is bigger than zoningJune 11, 2026Oracle's AI infrastructure rally is about to meet the real worldJune 6, 2026Stargate is the clearest sign that AI is now a utility-scale businessJune 5, 2026The AI data center boom is running into a political problemJune 3, 2026China's space-based AI plan says a lot about where this race is headedJune 2, 2026Dell's best day ever tells you where enterprise AI is actually goingMay 25, 2026Samsung just promised $400K bonuses. That's an AI story too.May 24, 2026