Thesis: HBM Stays Bound.

The 2026 memory book is already spoken for. Here’s our map.

The biggest AI infrastructure earnings week of 2026

Apr 28 to May 1, 2026 · Tessara earnings preview

SK Hynix's exceptional Q1 2026 & what it means

AWS just became Anthropic's infrastructure floor

Google, Marvell, and the New Inference Stack

OpenAI expands its Cerebras commitment - now $20B

TSMC's Q1 earnings beat.

TSMC's record Q1 profits and what it really means

OpenAI's IPO pre-cleaning - Stargate UK is the victim

Meta's $21B compute deal with CoreWeave

Tightens the market for everyone else

Anthropic's Claude Mythos goes live

And its almost unbelievable

Anthropic's compute scramble just got a ceiling

Meta's $3B off-grid bet

SpaceX pursues a $1.75T public IPO in June - largest in history

CoreWeave's debt move signals who wins the AI infrastructure race

Mistral Borrowed $830M. Now it has to fill the room.

OpenAI's ad model works only if advertisers return

Anthropic's court win just changed how the govt pressures AI labs

Moratorium bill could hand Nebius the US compute advantage? Nah.

Unitree's IPO filing forces Tesla to prove humanoid unit economics matter

Anthropic's macOS move could justify raising Claude Pro prices

The TSMC natural gas risk is real

Why SMR developers just won the energy infrastructure race

Nuclear power FTW

Alibaba's price hike gamble hinges on volume holding