#ai infrastructure

Meta and Oracle are bleeding into the bond market. Their AI spending has surg...

Hook Crypto Briefing just broke news about Alphabet hiring banks for a debut...

When a market narrative becomes too convenient, I start looking for what it i...

The market's verdict on IREN Limited was brutal: a 30% drawdown in a single...

2.4 gigawatts. That is the locked compute capacity Google is backing with a $...

Let’s look at the data. On July 10, 2024, Ionic Digital opened its first trad...

The headline lands like a rockslide: Blackstone commits $49 billion in cash,...

Hook On July 28, Nvidia’s credit default swaps jumped 14 basis points to...

Hook Celestica just dropped a number that should make every crypto...

Breaking: Nvidia is in talks to back OpenAI's $500 billion data center lease ...

The Philadelphia Semiconductor Index just exploded 5.21%. Storage stocks like...

Three of the world’s largest memory manufacturers just made a quiet but seism...

I don't speculate. I verify. When 23 billion dollars disappears from a...

Tweet 1 (Hook): A Bitcoin miner planning to spend $4 billion on an AI data...

Fork detected. Volatility imminent. Anthropic, the AI startup behind Claude, ...

A 34-page report from UBS landed last week. It didn't mention a single crypto...