Hyperscalers
Market Rumor - AMD Stock Rises Overnight: Is Anthropic A New Customer? - July 20, 2026
A code file by Anush Elangovan, a vice president of AI software at AMD, reportedly listed Anthropic as a "customer."
Market Rumor - Chinese memory maker CXMT has reportedly seen its DRAM capacity booked through 2027
As PC OEMs and hardware companies look to Chinese memory manufacturer CXMT to secure supply, this alternate source is also reaching its capacity, according to industry sources familiar to this matter.
Breaking News - SpaceX moves its first post-IPO Starship launch attempt to Thursday July 23, 2026
SpaceX is targeting Thursday, July 23, 2026, for another attempt to launch its Starship rocket, the company said in a statement on Sunday.
Big Tech Faces Growing Pressure to Justify Its AI Spending
After last week’s wipeout in chips and the broader selloff in technology stocks, pressure is building for the biggest spenders on artificial intelligence to justify their expenditures to beleaguered traders with increasingly itchy fingers hovering over their sell buttons.
AI Speedrun - AI Propped Up the Global Economy. Can It Keep Doing So?
AI investment helped cushion global growth, but with hyperscaler capex nearing $725 billion, can demand and productivity justify the cost?
Results Review - IBM, what does the 25% stock price drop tell?
On May 14, 2026, IBM (International Business Machines) shares plummeted 25% on Tuesday after the hardware, software and consulting provider released preliminary second-quarter results that fell short of expectations.
Intel announces $5.7 billion AI-driven capital investment in Ireland
According to Intel's official announcement: LEIXLIP, Ireland, July 13, 2026 —Intel today announced a €5 billion ($5.7 billion) capital investment at its Leixlip campus in Ireland, marking the next phase in the site’s capacity expansion.
Samsung Heavy targets 2028 for first floating AI data center
Samsung is reportedly planning to launch its floating data centers in the second quarter of 2028.
Breaking News - S&P Downgrades Oracle to BBB-
S&P Global downgraded Oracle's long-term credit rating from BBB (Negative) to BBB- (Stable), citing elevated business risk and weaker near-term cash flows.
Volts to Intelligence - Meta to Build First Data Center in Canada, Expanding Global Fleet
Meta Platforms Inc. will invest around $10 billion to build its first data center in Canada as the company expands its infrastructure to support its artificial intelligence ambitions.
Breaking News - China to Allow Top AI Firms to Buy Nvidia H200 Chips
China is planning to allow the country's leading AI companies to purchase a limited number of Nvidia's H200 AI chips, according to The Information, citing two people with direct knowledge of the matter.
Volts to Intelligence - The Compute Gold Rush: What Meta's Bet Reveals About the Future of AI Compute Demand
Reading the trajectory of AI infrastructure demand through the industry's purest and riskiest case study - forming consensus of your own.
