2 min read
The AI buildout, July 1: memory tightens, nuclear rips
HBM supply is the new chokepoint as Micron guides higher, the neocloud trade re-rates, and utilities keep pricing in a decade of datacenter demand.
macro compute memory energy
All dispatches
The archive — every daily brief, newest first. Page 1 of 1.
1 min read
Cooling and copper: the unglamorous picks-and-shovels bid
Liquid cooling and the metals that wire a datacenter quietly outperformed as the market looked past the GPU to everything around it.
compute cooling materials datacenters
1 min read
Neocloud earnings set the tone for the GPU-rental trade
A strong print from the GPU-cloud operators reframed the debate from 'is there demand' to 'is there enough power and capital to meet it.'
compute neoclouds energy macro