Seoul is exploring submerged coastal data centers as a response to land scarcity and cooling costs—the compute buildout is pushing into new physical frontiers.
yesterday 7 7
Facing the scarcity of HBM and the explosive demand for AI, Apple is reportedly exploring Chinese alternatives for its memory. A sign of the magnitude of the pressure on the entire hardware stack.
Aug 10, 2026 at 16:29 6 5
Thai carrier subsidiary True IDC seeks $2B in debt for a domestic data center build - Southeast Asia joins the debt-funded AI capex wave.
Aug 1, 2026 at 09:40 17 15
The HBM absorbs the DRAM. The first market where the general public sees the note: India, whose affordable smartphones start to rise in price or decrease in RAM.
Jul 19, 2026 at 00:39 24 10
A second $100 bn tranche on top of Arizona. TSMC is now restructuring its US roadmap around AI accelerators - and Washington politics.
Jul 16, 2026 at 13:49 8 8
