We cover the AI supply chain — from wafer starts to inference endpoints.
Five beats. Zero fluff. All signal.
↳ Materials & Fab
↳ Chips & Packaging
↳ Infrastructure & Energy
↳ Software & Models
↳ Policy & Capital
Read the wire. https://t.co/Saum2cogUG
Hyperscaler AI capex is doubling in a single year.
$380B in 2025 → $660–690B in 2026.
Microsoft alone has $80B in Azure AI orders it can't fulfill — not because of chips, but because it can't build data centers fast enough.
The most critical layer of AI software is written by a few thousand elite GPU programmers. Standard Kernel just raised $20M to automate it.
If kernel generation works at scale, every GPU in every data center gets faster — without buying new chips.
https://t.co/gOV3kM5VV2
Excited to share @Standard_Kernel's seed round and some reflections on what we’ve learned about kernel generation and what we believe is next. Grateful to our amazing team, supporters, and the broader community pushing this space forward.