Weekly digest
Ohio's campus is financed by its chip vendor
NVIDIA put up to $105 billion of credit behind an Ohio campus that starts delivering in 2028, and an AI loop lifted South African cell-site energy savings to 13.5%.
Aug 24, 2026Insights
The weekly digest on the AI economy and the innovation worth watching.
Weekly digest
NVIDIA memory, inside Amazon's own chip
NVIDIA's custom memory and interconnect are heading into Amazon's own accelerator, and a Hamburg container terminal cut straddle carrier travel 17% by predicting it.
Aug 31, 2026
Weekly digest
Tokens cost more during office hours
DeepSeek halved its token price outside Chinese office hours, NVIDIA lined up $500 billion of outside capital for AI factories, and a drug-safety team's letters took 23% less time.
Aug 17, 2026
Weekly digest
Compute is financed on contracts now
Hut 8 raised $7.5 billion of non-recourse project debt against two leased campuses and AMD agreed to buy an inference-chip startup. A Beijing metro trial moved inspection to the edge.
Aug 10, 2026
Strategy
The Cheapest Camera Shipped It First
A $180 youth-sports plan can deliver clips of one named player. The NBA's live version remains a prototype. The difference is latency, identity, and the cost of being wrong.
Aug 7, 2026
Weekly digest
Nobody discounted the flagship
OpenAI cut its cheapest model 80% and left the flagship alone, Kimi K3's free weights list at the market price, and fibre already under English streets found 100 water leaks.
Aug 3, 2026
Weekly digest
A week where no list price moved
No list price moved this week. New racks sell on tokens per megawatt instead, and India's food-grain network saved INR 250 crore a year by rerouting between depots.
Jul 27, 2026