Your weekly briefing on the supply chains behind the AI revolution
Jan 7, 2026
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7 min read
Vistra’s $4 Billion Gas Deal, Samsung Set for Profit Surge, U.S. Awards $2.7 Billion to Nuclear Fuel Makers
Dec 31, 2025
SoftBank to Acquire DigitalBridge, NVIDIA Strikes Landmark Deal, AI Pushes Copper Price
Dec 17, 2025
U.S. Launches Pax Silica, PJM Weighs New Rules, Nvidia Plans Higher H200 Chip Output
Dec 10, 2025
6 min read
Microsoft Unveils $23 Billion AI Buildout Plan, Trump Plans “one-rule” AI Order, NextEra Plans 15 GW Power Buildout
