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Trump's Ratepayer Protection Pledge Is a Nice Idea — It Just Doesn't Mean Anything

Trump's Ratepayer Protection Pledge Is a Nice Idea —...

Allan Ali
Jul 26, 2026
0
8

Trump expanded his Ratepayer Protection Pledge to 23 governors and 187 utilit...

AMD Launched a $5.5 Million AI Rack That Matches NVIDIA — But You Can't Buy One

AMD Launched a $5.5 Million AI Rack That Matches NVI...

Allan Ali
Jul 26, 2026
0
30

AMD's Advancing AI 2026 keynote launched the Helios rack at $5.5M with the In...

Hyperscalers Just Committed $630 Billion to 2026 AI Capex — But They're Pacing Builds Like the Overbuild They Admitted Is Already Here

Hyperscalers Just Committed $630 Billion to 2026 AI ...

Allan Ali
Jul 26, 2026
0
29

Hyperscalers plan $630B in 2026 AI capex but are now pacing builds and tying ...

The Commissioning Bottleneck No One's Talking About — Why 50 Billion in Capex Won't Fix Your Capacity Crunch

The Commissioning Bottleneck No One's Talking About ...

Allan Ali
Jul 25, 2026
0
9

Hyperscalers raised 2026 capex estimates to 50 billion, but commissioning del...

Google Is Building Its Largest Data Center Outside the US — and India Is Just Getting Started

Google Is Building Its Largest Data Center Outside t...

Allan Ali
Jul 25, 2026
0
19

Google is building a $15B AI data center hub in Visakhapatnam, India - its la...

AWS Went Down Again Yesterday — and Half the Internet Went With It

AWS Went Down Again Yesterday — and Half the Interne...

Allan Ali
Jul 25, 2026
0
16

Let me tell you something I was watching unfold on Friday morning from my pho...

Yen Hits 40-Year Low as Japan Weighs Intervention Timing

Yen Hits 40-Year Low as Japan Weighs Intervention Ti...

Kenji Tanaka
Jul 24, 2026
0
11

to approximately 163.93-163.96 per dollar, marking its weakest level since No...

Trump's Ratepayer Protection Pledge Is a Good Start — But It's a Piece of Paper in a Building on Fire

Trump's Ratepayer Protection Pledge Is a Good Start ...

Allan Ali
Jul 24, 2026
0
9

President Trump expanded his Ratepayer Protection Pledge with 23 governors an...

BlackRock Just Sold $12.3 Billion in Bonds for One Data Center — and That Changes Everything

BlackRock Just Sold $12.3 Billion in Bonds for One D...

Allan Ali
Jul 24, 2026
0
16

BlackRock Inc. has begun marketing $12.3 billion in bonds to fund Meta's 1-gi...

SpaceX Is Now the Biggest AI Compute Landlord on Earth — and Your Competitors Are Its Tenants

SpaceX Is Now the Biggest AI Compute Landlord on Ear...

Allan Ali
Jul 24, 2026
0
17

SpaceX has signed $36 billion in AI compute deals — renting GPUs to Google, A...

Meta Just Quit the Clean Energy Club — and the AI Gas Boom Is Only Getting Started

Meta Just Quit the Clean Energy Club — and the AI Ga...

Allan Ali
Jul 24, 2026
0
21

Meta quietly left the RE100 renewable energy initiative after funding a dozen...

Consumer Spending Cools: Retail Sales Drop 1% in March as Recession Fears Bite

Consumer Spending Cools: Retail Sales Drop 1% in Mar...

Jessica Ali
Jul 24, 2026
0
15

Retail sales fell 1% in March per Commerce Department data, exceeding the exp...

AMD Just Dropped a 320 Billion Transistor Bomb in San Francisco — and Your Next Server Might Run on It

AMD Just Dropped a 320 Billion Transistor Bomb in Sa...

Allan Ali
Jul 24, 2026
0
16

AMD unveils the Helios rack-scale system with 72 MI455X GPUs, 432GB HBM4, and...

AMD Just Made Its Move — and the AI Chip Market Will Never Be the Same

AMD Just Made Its Move — and the AI Chip Market Will...

Allan Ali
Jul 24, 2026
0
17

— and the AI Chip Market Will Never Be the Same I spent yesterday morning wit...

US Section 301 Tariffs Hit 60 Economies Over Forced Labor

US Section 301 Tariffs Hit 60 Economies Over Forced ...

Kenji Tanaka
Jul 23, 2026
0
15

The Trump administration's decision to impose fresh Section 301 tariffs on 60...

IBM Just Had Its Worst Day in 110 Years — and the AI Boom Is the Reason Why

IBM Just Had Its Worst Day in 110 Years — and the AI...

Allan Ali
Jul 23, 2026
0
15

IBM crashed 25% (worst day in 110 years) after Q2 earnings showed mainframe s...

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