[Memory Q2: Part 2] The Contract-Backed Cycle and the Cash Mountain
As AI changes memory contracting via LTAs, the traditional cyclical excuse for hoarding cash is weakening among investors, especially as Samsung...
132 Views
Meta: A Good 3Q Spoiled by a Tax Problem. Capex Boom Continues in 2026.
3Q25 saw strong financial performance for the company, with revenue and operating income beating expectations. However, a large tax reversal led...
695 Views
This Week in AI (Jul 26-Aug 1): DeepSeek V4 Flash, OpenAI Cuts Luna Prices
This week in AI: GPT-5.6 Luna price -80%; DeepSeek V4 Flash beta ships; Zhipu GLM returns at higher prices; Kimi K3 opens weights.
161 Views
India Data Center Monthly: Geopolitics, Gujarat's 7.5 GW Bid, and a Capex Supercycle Taking Shape
Middle East data center strikes in March 2026 are re-routing Gulf workloads to India, with Gujarat targeting US$62.9bn in investments and 7.5 GW...
112 Views
CHINA AI: Moonshot's Kimi K3 Just Spoiled the Semiconductor Party !!
Moonshot unveiled its Kimi K3 AI model, which rivals the top US frontier models in intelligence at a fraction of the run cost. Kimi K3 ranks third...
195 Views