#infrastructure

◆ NOISE IN → SIGNAL OUT◆ READALCHEMIST.COM◆ FREE / NO PAYWALL◆ NOISE IN → SIGNAL OUT◆ READALCHEMIST.COM◆ FREE / NO PAYWALL

NVDA 207.29 ▲ 1.97%AAPL 327.74 ▲ 0.35%MSFT 397.75 ▼ 1.13%GOOGL 347.15 ▼ 1.38%AMZN 247.55 ▼ 0.98%META 643.81 ▼ 0.32%TSLA 378.93 ▲ 2.53%AMD 544.43 ▲ 8.11%AVGO 386.50 ▲ 2.21%PLTR 132.66 ▼ 1.62%COIN 175.85 ▲ 9.61%MSTR 101.95 ▲ 4.22%NVDA 207.29 ▲ 1.97%AAPL 327.74 ▲ 0.35%MSFT 397.75 ▼ 1.13%GOOGL 347.15 ▼ 1.38%AMZN 247.55 ▼ 0.98%META 643.81 ▼ 0.32%TSLA 378.93 ▲ 2.53%AMD 544.43 ▲ 8.11%AVGO 386.50 ▲ 2.21%PLTR 132.66 ▼ 1.62%COIN 175.85 ▲ 9.61%MSTR 101.95 ▲ 4.22%

Who Kills a Billion Links Without Saying a Word?

Montenegro Just Killed a Billion Links

The Binding Constraint Is Not Chips. It Is Everything Else.

Anthropic Is No Longer a Model Vendor

Microsoft Is Renting AWS Capacity to Keep GitHub Online

Memory Is Now the Binding Constraint on Infrastructure Capex

AI Chips Are 0.2% of Units and Half of All Revenue. That Ratio Is the Most Dangerous Number in Infrastructure.