I own the picks and shovels. Chip equipment, memory, the industrial names that sell into data-centre construction. When someone tells me the build-out is a bubble, I’m not a neutral party, because a…
Across 66 sites the week of August 30 to September 5 brought 18,880 visits and 19,950 page views, gains of 14.91% and 17.01%. The one metric that got worse is the one worth opening with: the network…
Sixty-six sites, 18,880 visits and 19,950 page views for the week of August 30 to September 5, up 14.91% and 17.01% on the week before. The median page load time across the network rose 28.64% to…
The week of August 30 to September 5 produced the best top line the network has had in months and the worst reason to trust it. Across 66 sites, visits reached 18,880 (up 14.91%) and page views 19,950…
The wire on Tuesday read like a map of where the money is actually going. Not into models. Into the layers underneath them. Amkor put the largest number on the board, confirming Phase 2 of its Arizona…
Sixty-six sites, 18,880 visits (up 14.91%), 19,950 page views (up 17.01%). Traffic is up across the board. Speed is not: the median page load time across the network rose 28.64% to 3,579ms, which is…
Three people on a terrace above a working harbour, and none of them is looking at any of the others. A friend in black reaches over to fix the bride’s hair, phone and clutch still in her other hand.…
The Economist counted about a million American jobs created by AI since 2023, and that count is solid. But look at what those jobs actually are: electricians, HVAC techs, equipment makers, data-centre…
Bloomberg reported late Monday that Anthropic completed due diligence on the Israeli startup Decart and then decided against buying it. The number attached to the talks was roughly $6 billion, which…
Anthropic has reportedly walked away from talks to acquire AI startup Decart for roughly $6 billion after conducting due diligence on the company, according to Bloomberg. The proposed deal would have…