Nvidia
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Piketon: From Enriched Uranium to AI Compute — Why the Weapons Complex Is Where the Data Centers Are Landing
A Cold War uranium enrichment site in southern Ohio is becoming a 10-gigawatt AI campus with 9.2 gigawatts of its own gas generation… Continue reading
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Open Weights and the Open-Closed Choice: What the July 24 Microsoft and Nvidia Coalition Letter Argues, and What the Data Shows
Nvidia’s chief executive published his first X post to share a joint industry letter signed by 25 organizations… Continue reading
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When a Toilet Maker Becomes a Chip Supplier: How AI Is Reshaping Manufacturing in 2026
A 108-year-old toilet maker is sending more than half its capex to chip ceramics. Continue reading
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The Great Unbundling: Every Major AI Company Is Now Building Its Own Chips
With Anthropic now exploring custom silicon, every major AI company is building or planning its own chips. Continue reading
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Data Centers in Space: No Longer Science Fiction
The AI boom is pushing data centers off the planet. SpaceX has filed to launch 1 million orbital data center satellites. Continue reading
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NVIDIA GTC 2026: The Inference Inflection, Vera Rubin, and the AI Factory Era
NVIDIA’s GTC 2026 marked the company’s transformation from GPU designer to full-stack AI infrastructure provider. Continue reading
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The Rise of Nvidia: Architect of the Fourth Industrial Revolution or Builder of the Biggest Bubble?
Image Credit: Nvidia Abstract Nvidia Corporation stands as a colossus in the semiconductor landscape… Continue reading