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Leopold Aschenbrenner's fund owns 21.1% of SharonAI (SHAZ). It's currently sitting $101 million below cost.
Situational Awareness filed a Schedule 13D reporting 8,070,950 SharonAI (SHAZ) shares at a cost of $523.9 million. The same position was in its filings before the fund's July losses, and it's still there.
Korean investors put $798 million into a 3x leveraged semiconductor fund (SOXL) in one week. It fell 9.5% the next session.
Korean investors made a 3x semiconductor fund their number one overseas purchase in the week of Nvidia's earnings, with $798.04 million going in. That's about 58 times what they put into Nvidia itself.
GE Vernova (GEV) is booking turbines years out. Data centers are buying Bloom Energy (BE) fuel cells instead.
Heavy-duty gas turbines are booked years out, so AI data centers are paying for onsite power instead. What GE Vernova, Bloom Energy, Power Solutions International, NRG and EQT each sell into that gap.
A thermal drone found 45 gas generators running at the Nebius (NBIS) data center in New Jersey. The state says it issued no permits.
Floodlight's thermal drone footage shows at least 45 of 62 gas generators operating at DataOne in Vineland, the site supplying Microsoft under Nebius' $17 billion deal. NJDEP says it has issued no permits and none are under review.
Growing up, nobody in my school knew what Korea was. Now it's the world's No. 3 AI power.
My classmates knew exactly two Asian countries. Stanford's AI Index 2026 now ranks South Korea third in the world in AI models, and the memory chips behind the whole AI trade come from Seoul.
Meta (META) is testing robots to swap cables and reset servers. One could take 80% of some workloads, a worker says.
Wired reported Meta is testing robots from Kinova, ABB, and Watney Robotics to swap cables, power cycle servers, and reseat parts at its Iowa and Ohio data centers. One worker estimates a cable bot could replace up to 80% of some workloads. Meta says it needs more workers, not fewer.
IREN signed a frontier AI lab and is paying 9% to finance the GPUs. Microsoft deployment debt costs 6%.
IREN (IREN) reported fiscal 2026 results and a new multi-year contract with an unnamed leading frontier AI lab. The same release prices its GPU debt by customer: 9.0% on $2.4 billion for non investment grade deployments, 6.0% on the $3.6 billion behind Microsoft.
Meta (META) is asking TikTok and YouTube to copy its teen limits. Saying yes costs Meta another $5.3 billion.
Meta ran full-page ads in three national papers urging TikTok and YouTube to adopt the teen limits from its settlement. If the rivals comply, Meta pays the states another $5.3 billion, and New York's payout nearly doubles.
China's top DRAM maker ChangXin (CXMT) lost money a year ago. It just earned $10.8 billion in six months
China's largest DRAM maker reported 150.31 billion yuan ($22.4 billion) in first-half revenue, up 873.6%, with profit 36% above its own IPO forecast.