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US-based semiconductor and AI infrastructure analysis firm; primary source on hyperscaler commissioning timelines and chip allocation.
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#822 Jun
Mentioned in: Chevron builds Microsoft a gas plant
Data Centres: Boom and Backlash#85 Jun
Mentioned in: TSMC ships gear to Dresden fab for 2027
European Tech Sovereignty#420 May
Mentioned in: NVIDIA networking up 199%, chips up 77%
Data Centres: Boom and Backlash#328 Apr
Mentioned in: OpenAI cuts compute target by $800bn
Data Centres: Boom and Backlash#59 Apr
Mentioned in: Texas grid queue hits 410 GW
Data Centres: Boom and Backlash#11 Apr
Questioned whether SoftBank can finance full Stargate US commitment
Data Centres: Boom and Backlash: Stargate US: $500B headline, 1.2 GW operational#11 Dec