4 min read
OpenAI and Nvidia are building 8 gigawatts…
PORTS-Pike in Pike County, Ohio will host up to 8 GW of OpenAI capacity on Nvidia's exclusive stack. Jobs, grid upgrades, community funds, and the financing story behind the headline.
6 min read
Terafab is Musk's $16.8B bet that AI…
Tesla and SpaceX confirmed a 100-million-square-foot chip factory in Grimes County, Texas, with $16.8 billion committed to phase one. Here is what Terafab means for AI compute costs and who actually controls inference.
4 min read
Anthropic's $10B Volta deal shows how frontier…
Anthropic reportedly signed a six-year, $10 billion capacity deal with seven-month-old Volta Infra for 133 MW of Nvidia Vera Rubin GPUs in Norway. Here is why the structure matters more than the headline.
4 min read
Qantas just flew an A350 23,075 km…
Airbus test aircraft F-WULR (Vega) flew Melbourne to Toulouse in 24 hours and 24 minutes on July 28, 2026, breaking the 2005 Boeing 777-200LR distance record. The flight certifies the A350-1000ULR for Project Sunrise Sydney-London service targeted for October 2027.
3 min read
DeepSeek open-sourced the inference stack that makes…
DeepSeek's open-infra-index released production kernels for MoE communication, FP8 GEMM, pipeline parallelism, and distributed storage. Here is why the infra layer matters more than another leaderboard point.