Artificial intelligence, professionally covered
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More than three dozen residents asked for two years. What happened in the room is the story — a county government losing control of its own draft in a single evening.
8h ago
Approved outbound investment tripled year on year. The single largest line is not the Arizona fab — it is a Cayman holding entity — and Micron put $7.45bn back into Taiwan.
10h ago
A company that has raised over a billion dollars does not have a Series A. The label, the halved valuation and the identity of the lead investor all point at the same thing.
13h ago
Two days after the pre-announcement reporting put Nvidia's equity at $3bn, the actual announcement halved it — and attached a credit facility 70 times larger that only converts to cash if the tenant stops paying.
14h ago
Two loss figures are in the same filing and they tell different stories. The gap between them is the IPO.
1d ago
A 47% rise in five years explains why the AI story has become a financing story. Korea's contractors are pivoting into it anyway.
2d ago
The equity cheque is the small number in the room. The same negotiation covers about $100bn of credit support — a guarantee already marked down once.
2d ago
Energy Transfer moved the in-service date for a 17-mile gas lateral from this Saturday to February 2027 — a six-month slip on the fuel supply for Project Jupiter.
2d ago
ERCOT is pulling 250 to 300 projects to the front of its interconnection queue to check whether the demand behind them is real.
2d ago
Police called the threat against Marshall's council members credible on Thursday. On Friday they declined to charge anyone. The job pays $300 a year.
2d ago
Coupons climb from 4.600% to 5.500% out to 2036. The stated use of proceeds is general corporate purposes — and the cash is not on the balance sheet yet.
2d ago
The quarterly 13F shows a portfolio up from $18.4bn to $63.4bn — and identical share counts on every continuing position. The entire gain is mark-to-market.
2d ago
Best quarter in the company's history on adjusted numbers — revenue up 43%, AI revenue up 60% — with the reported line pointing the other way.
4d ago
Chey Tae-won put US fab construction at roughly double the Korean cost, and said SK hynix aims to grow output about fivefold in ten years.
4d ago
The 96GB RTX PRO 6000 Blackwell launched at $8,565 in March 2025. The memory that made it desirable is being bought out from under it.
4d ago
CXMT passed Tencent at about RMB 3.54 trillion. The company it overtook is one of its customers, and had just disclosed a 176% jump in AI capex.
4d ago
Ultrafast runs GPT-5.6 Sol up to 14x faster than standard inference. It is the first time OpenAI has publicly put a frontier model on someone else's accelerator.
4d ago
A 14% share of bit shipments put the Chinese memory maker past Kioxia for the first time. The gap between the two rankings is the whole story.
5d ago
RMB 8.25bn of stock against RMB 6bn of half-year revenue. At a briefing the chief executive said the buying is planned against customer orders.
5d ago
The M890 is rated for inference on models up to 10 trillion parameters and already serves Kimi K3 and Qwen3.8-Max. Alibaba has not said what silicon is inside.
5d ago
