Tessara

Daily signals on the AI infrastructure supply chain. What's tightening, what's breaking, and who's exposed. By Chain of Thought

Daily Chain

NVIDIA's third $2B equity deal in weeks

Mar 12, 2026

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3 min read

NVIDIA's third $2B equity deal in weeks

It's buying its own demand floor

Teng Yan

Daily Chain

Meta Acquires Moltbook SNS

Mar 11, 2026

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3 min read

Meta Acquires Moltbook SNS

Mostly an acqui-hire: a small, sharp team with real experience around AI agents

Teng Yan

Daily Chain

Nscale Raises $2 Billion

Mar 10, 2026

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2 min read

Nscale Raises $2 Billion

European datacenter operators gain capital

Teng Yan