Compute & Silicon
Chips, neoclouds, power, and water.
Compute & SiliconAnalysis
AI Chip Demand Drives SK Hynix to Record Profit
SK Hynix's operating profit jumped 632 percent as AI buyers outbid everyone else for memory chips, and analysts split on how long it lasts.
Compute & SiliconAnalysis
AI Demand Pushes the RTX 5090 Past $10,000
Gamers watch the RTX 5090's price hit five times its sticker as AI buyers grab every chip.
Compute & SiliconAnalysis
AI Labs Shift Spending From Facts to Practice
Epoch AI's numbers show OpenAI, MiniMax and Z.ai spending more on reinforcement learning drills than on bigger pretraining runs.
Compute & SiliconAnalysis
Celestica Builds Optics Into Broadcom's New AI Switch
Celestica's DS6005 switch fuses fiber optics onto Broadcom's chip for 102.4 terabits of AI bandwidth, a design big cloud buyers have yet to adopt.
Compute & SiliconAnalysis
Nvidia Cuts AI Factory Build Time to Fourteen Days
Nvidia says new factory-built containers cut AI data center construction from six months to fourteen days, once a site's power is ready.
Compute & SiliconSponsored
SpaceX, Now a Super Intelligence Company, Spends 86% on AI
On Oct. 4 Musk said SpaceXAI becomes SpaceXSI, and filings show AI took $15.83 billion of $18.37 billion in capital spending.
Compute & SiliconOpinion
The Pyrite Bet: Shale's Wager on AI's Gas Demand
BloombergNEF says AI data centers will burn more gas than every nation but four by 2035, and gas explorers are betting their drilling budgets that the demand shows up on schedule.
Compute & SiliconAnalysis, 2026 in Stories
Power, Water, and the Microsoft Claim
Microsoft's water-positive pledge for 2030 omits the baseline figures that would let outsiders verify it, even as Virginia's data center water draw climbed 86 percent and the national grid absorbed a historic voltage event.
Compute & SiliconAnalysis
The Neocloud Class
CoreWeave turned a March 2025 IPO into a near-$100 billion contract backlog inside a year, and Nebius and Nscale chased the same playbook, proving Nvidia-backed clouds built an asset class hyperscalers now compete against directly.
Compute & SiliconAnalysis
The Custom Silicon Architects
OpenAI, Google, Amazon, and Meta each built proprietary chips alongside their Nvidia and AMD orders in 2026, a hedge that Google's million-unit TPU sale to Anthropic turned into a genuine second market.
Compute & SiliconAnalysis, 2026 in Stories
Nvidia's Quarter-Trillion Guarantee
Nvidia floated a $250 billion backstop for an OpenAI mega data center in Ohio, watched the figure shrink under investor scrutiny, and finalized a $105 billion guarantee that still reshapes the AI infrastructure trade.
