As facilities to power AI grow larger and are built in clusters, they are spreading hot air beyond their property lines

AI Deployment Challenges For 2027

The financial engineering the company is using to keep revenue growing introduces risks that could eventually cause real pain.

After the markets closed on Monday, Sanmina (SANM) reported above expectation Q3FY26 results and Q4 guidance.

Advanced Micro Devices (AMD) has its annual “Advancing AI” event starting in San Fransico today.

Moonshot AI’s Kimi K3 model shook up the AI space last week as it emerged as the first open-source model to go toe-to-toe with frontier models.

Micron (MU) delivered stunning Q3 FY26 results somewhat reminiscent of the type of growth we have only witnessed once before – Nvidia (NVDA) blowouts in the early part of AI ramp.

Friday, after the markets closed, the US Government issued an export control restriction on Anthropic Fable 5.

Time Will Tell If Trump Sold Out Taiwan – A Portfolio Defense May Be Sensible

Note: Beyond The Hype long term subscribers can skip the Background section

AMD Q1 2026 Earnings

Sanmina Q2 FY26 Earnings Highlights

Investors are well aware that recently Intel (INTC) made an announcement with Tesla (TSLA) and SpaceX about Terafab project.

INTC Q1 2026 Earnings Preview

We’re partnering with Broadcom to co-develop multiple generations of custom silicon, ensuring we have the compute foundation to deliver on our long-term AI ambitions.

Anthropic is an AI safety and research company that's working to build reliable, interpretable, and steerable AI systems.

Highlights From ARM Investor Presentation

Micron Q2 FY26 Earnings

Oracle Corp. and OpenAI have scrapped plans to expand a flagship artificial intelligence data center in Texas after negotiations dragged over financing and OpenAI’s changing needs.

Broadcom Q1 FY2026 Earnings Review

Anthropic CEO Dario Amodei on Friday told employees that a deal OpenAI and its CEO Sam Altman struck to provide AI to the Department of Defense was “safety theater,” adding that the Trump Administrati...

OpenAI IPO Mid-2026?

Can Nvidia be ex-growth in 2027?

A potential high alpha note

Prognostications As We Start 2026

Engram is a game changer

@pbeisel Roughly 10 billion miles of training data is needed to achieve safe unsupervised self-driving. Reality has a super long tail of complexity.

ASML Holding NV (ASML) stock has been choppy since post-COVID peak in 2021.

In a surprise Christmas Eve news, we find from Groq that Nvidia (NVDA) non-exclusively licensed Groq’s technology and acquihired the team.

The Groq LPU delivers inference with the speed and cost developers need.

Who will reach the $10T milestone first, and why?