Data Centers 28 Dec 2025 · 3 min read The Power Wall: How Infrastructure Constraints Are Stalling the $7 Trillion AI Race By late 2025, data center vacancies have hit record lows while rental rates soar. As the grid struggles to keep up, the AI boom faces its most significant physical barrier yet. Read more
CHIPS Act 27 Dec 2025 · 4 min read Billions for Sovereignty: US Cements Chip Production with Historic Late-2024 Awards The US Department of Commerce accelerates CHIPS Act implementation, finalizing nearly $8 billion for Intel and major agreements for Texas Instruments to secure domestic supply chains. Read more
Nvidia 27 Dec 2025 · 3 min read Nvidia Halts Testing of Intel's 18A Node: A Setback for US Manufacturing Ambitions The decision by the AI giant to stop moving forward with Intel's advanced manufacturing process signals deep challenges for the US push toward semiconductor independence. Read more
Nvidia 26 Dec 2025 · 3 min read Nvidia 'Blackwell' Launch Overshadowed by Reports of Drastic 2026 Supply Cuts While Nvidia confirms the arrival of its RTX PRO 5000 series, new supply chain reports warn of a massive reduction in consumer gaming GPU availability for the coming year. Read more
Broadcom 14 Dec 2025 · 3 min read Broadcom's 5% Slide: Why 'Guidance Optics' Spooked the AI Market Despite a massive $73 billion backlog and improving debt ratios, Broadcom stock faces headwinds as investors scrutinize fiscal guidance in a jittery AI semiconductor market. Read more
Data Centers
