Nov 5, 2026
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8 min read
Texas hit pause on data centers in September. On Tuesday the man who pushed the button lost his job. That doesn't mean anyone's about to hit play.
Nov 4, 2026
2 min read
The difference between announcing a data center and running one.
Lumentum agreed to take Marvell stock, not cash. Then that stock fell by a third. The lasers still matter. Now the buyer, the wait, and the contract matter too.
Nov 3, 2026
6 min read
The scarce thing in AI isn’t the chip anymore. It’s power and money. That could squeeze Nvidia shareholders whichever way the bottleneck breaks.
Nov 2, 2026
9 min read
Microsoft has cash left over and just borrowed $25 billion anyway. The question isn't who borrows. It's who earns it back.
Oct 30, 2026
7 min read
Record profits and five-year contracts make memory less cyclical. They don't make it cycle-proof. Neither does owning the Chinese challenger.
