Охлаждение и управление энергией: Nvidia ведёт переговоры с японским промышленным гигантом. Сигнал важнее соглашения — теперь ограничения связаны не с кремнием, а с тепловыми характеристиками.
Jul 14, 2026 at 22:30 21 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
Mitsubishi Motors will mass-produce humanoid robots for its own factories (1,000/month by 2027, via a University of Tokyo spin-out). Fanuc + Taisei doubled a warehouse's space efficiency with AI. Japan is not talking about humanoids - it's ordering them.
Jul 11, 2026 at 11:41 3 8
Japan's largest developer commits $9bn to a data-center building spree, just as Southeast Asia's AI ambitions collide with a grid that can't keep up. The AI cycle's next phase is a real-estate and electricity story - and Asia is where it's playing out first.
Jul 11, 2026 at 11:41 5 8
