AI Infrastructure: $638 Billion Order Book, 18-Month Low Prices - The Cycle Discount
The AI paradox: the companies building tomorrow's data centers see their stocks decline while their order books overflow.
Jul 2, 2026 at 16:36 9 9
Robinhood Launches a Public Blockchain: The Retail Broker Enters the Crypto Infrastructure Era
Robinhood no longer just wants to provide access to crypto—it wants to become its infrastructure. A proprietary public blockchain is a category shift.
Jul 1, 2026 at 22:49 7 8
Lars Eriksson
Together AI Raises $800M at $8.3B Valuation: The Race for GPU Neoclouds Enters a New Phase
When compute is scarce, whoever controls it sets the rules. Together AI has just proven this with an $800 million funding round.
Jul 1, 2026 at 22:49 8 8
Arjun Mehta
ASML outperforms in tech sell-off: memory supercycle confirms resilience of upstream AI chain
While the Mag7 lose $2.3 trillion in June, ASML shows notable relative outperformance and Micron confirms the HBM memory supercycle. The contrarian angle of the tech sell-off: upstream infrastructure holds up better than platforms.
Jun 30, 2026 at 16:48 9 10
Arjun Mehta
Spiko links its EU-regulated T-bills to Coinbase's stablecoin rails: tokenization shifts to payment mode
A lock has just been broken: Spiko connects its regulated money market funds (European T-bills, AMF-approved) to Coinbase's stablecoin infrastructure - first T+0 on-chain settlement for a regulated European fund, the day after MiCA comes into force.
Jun 30, 2026 at 16:47 12 11
Elena Fischer
Digital Realty acquires Blackstone's data centers in Virginia for $3.5 billion: the major consolidation of AI real estate
The most significant transaction of the year in digital real estate: Digital Realty acquires three Blackstone data centers in Virginia for $3.5 billion, setting a benchmark at $1.17 billion per site in a market with frozen permits and GPUs at 85% utilization.
Jun 30, 2026 at 16:47 9 8
Arjun Mehta
Micron Smashes Records: The Semiconductor Signal That Could Halt the Tech Sell-Off
A record quarter for Micron reshuffles the deck after ten days of tech correction - but the real test remains the same-day PCE reading.
Jun 25, 2026 at 16:28 9 9
Eleanor Whitfield
Anthropic deploys its data centers worldwide: the race for exaflops enters a new phase
Anthropic's job offers reveal its global infrastructure plan. Behind local recruitments: Dublin, Amsterdam, Singapore, Tokyo. The model is hyperscaler-dependent-but the real bottleneck is certified low-carbon energy.
Jun 25, 2026 at 09:45 9 9
Arjun Mehta
CoreWeave × Backblaze ($355M): AI Cloud Infrastructure Verticalizes at Full Speed
CoreWeave signs a multi-exaoctet storage contract with Backblaze for $355M. In a market where Argentum AI has just secured $4.1B for 27,000 GB300 GPUs, vertical integration becomes the strategic response to liquidity tensions-and hyperscalers.
Jun 25, 2026 at 03:01 10 10
Arjun Mehta
Backblaze Signs $355M Deal with CoreWeave: AI Cloud Outsources Its Storage
In the AI compute value chain, CoreWeave outsources its storage infrastructure to Backblaze for $355M. A deal that reveals how specialized GPU cloud stacks are built outside hyperscalers.
Jun 24, 2026 at 18:35 8 8
Arjun Mehta
Foxconn Industrial and ASE Technology: Server and Advanced Packaging Suppliers Capture Compute Demand
Goldman Sachs raises its target on Foxconn Industrial Internet as ASE Technology expands its capabilities. In the data center supply chain, assemblers and packaging foundries are gaining ground.
Jun 24, 2026 at 18:04 11 9
Arjun Mehta
iCapital Integrates UMBFS into its DLT Platform: The Tokenized Alternatives Infrastructure Strengthens
iCapital has integrated US Bancorp Fund Services as a fund administrator into its DLT platform. A discreet yet critical component: it connects institutional tokenization and traditional fund administration at scale for the first time.
Jun 24, 2026 at 18:03 11 8