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Join date: Apr 18, 2024
Posts (39)
Apr 24, 2026 ∙ 6 min
The Great Compute Migration: How Declining Launch Costs Are Powering a $1 Trillion Orbital Data Center Boom
The global technology landscape is entering a phase where computing infrastructure is no longer constrained by Earth’s physical and regulatory limits. Orbital computing, once considered a theoretical extension of satellite engineering, is now emerging as a credible investment category tied directly to artificial intelligence expansion, energy scarcity, and hyperscale compute demand. Across industry projections, analysts estimate that up to one trillion dollars of AI compute capital...
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Apr 24, 2026 ∙ 5 min
Japan Bets Big on Intel and SoftBank’s ZAM Memory to Challenge HBM Dominance in AI Hardware
The global semiconductor landscape is entering a decisive phase where memory architecture, not just compute performance, is becoming the primary constraint shaping artificial intelligence scalability. In this context, the emergence of ZAM (Z-Angle Memory), a joint development between Intel and SoftBank’s SAIMEMORY subsidiary, supported by Japan’s NEDO subsidy program, represents a potentially transformative shift in how AI systems are designed, powered, and deployed at scale. Positioned as a...
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Apr 23, 2026 ∙ 6 min
Project Rainier and the Rise of AI Megaclusters, How Amazon and Anthropic Are Rewriting Compute at Scale
The global artificial intelligence race has entered a new phase, one defined not merely by model innovation but by the scale, efficiency, and accessibility of compute infrastructure. The expanded collaboration between Amazon and Anthropic represents one of the most consequential developments in this transformation. With commitments exceeding $100 billion over the next decade, access to up to 5 gigawatts of compute capacity, and billions more in direct investment, this partnership is reshaping...
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