Oklo and X-energy formalize their support for the US push for nuclear power in AI. Modular reactors (SMRs) move from deck idea to capex line.
3 h ago 6 8
Days after Kimi K3 went live, Moonshot has paused new paid subscriptions - a rare public admission that a Chinese frontier lab hit its own inference ceiling on launch week.
Jul 19, 2026 at 23:50 14 13
TSMC raises its 2026 forecasts again, driven by AI demand. The compute crunch is no longer a hypothesis: it's the new pricing baseline.
Jul 17, 2026 at 09:20 12 9
Second 2026 ASML Uplift Driven by AI Demand, Intel Panther Lake Enters HVM: The Compute Bottleneck Shifts from Packaging to Lithography
Jul 15, 2026 at 12:34 31 8
The cheap silicon floor is rising: AI demand on advanced nodes spills over to older processes.
Jul 15, 2026 at 10:14 27 10
TSMC reports a 68% year-over-year increase in June 2026 revenue. The message is clear: AI compute demand is neither satisfied nor capped in the short term.
Jul 13, 2026 at 17:27 3 10
The AI electric wall is no longer a projection: an entire country has just hit it, and Dublin is the canary.
Jul 13, 2026 at 02:18 3 6
Four signals in the same week converge: concrete follows the models, the US grid falters, Southeast Asia chases its PPAs, and solid-state transformers become the inevitable hardware building block.
Jul 11, 2026 at 17:19 5 11
