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Saturday, 8 August 2026
AISemiAnalysisJust broke

Analysis: SpaceX is on track

Analysis: SpaceX is on track to build ~10 GW of compute capacity by 2027's end, with 6 GW-8 GW in 2027 alone, which could drive $300B in annual revenue run-rate

Inference at 100B/GW/year, SpaceX's stellar pace, Microsoft's 10GW 2026 Awakening, Azure Can Grow Triple-Digits

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4h

Retailers are updating their websites

3h

data center operator Switch filed confidentially for a US IPO, and

2h

Filings: Moonshot restructured its China-based entity from a limited

2h

The US OCC denies Dutch fintech Bunq's application for a national bank

2h

Virginia Governor To Intervene In Dominion-NextEra Merger

2h

OpenAI says it slowed Astra model development over security concerns

3h

The Clarity Act faces uncertainty

3h

Building robots that survive the warehouse

3h

Water Utilities Group Partners With DEF CON Offshoot For Water Watch

3h

Tacta Systems takes aim at high-skilled manufacturing work with TactaBot

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