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Quanta’s new guidance floor is above their old ceiling. Not a beat, a full range shift. Backlog: $53.4B, up 49% year over year. This is the company that builds the wires and substations. The constraint was never just chips. $PWR #GRID# #infrastructure#
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A memory chip stack with a 99% success rate on every connection still only has an 86% chance of working at 16 layers. Not because anything failed - because you multiplied 99% by itself sixteen times. One reason only three companies make this chip at scale.
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DRAM contract prices didn't move today. They're still rising into Q3. Markets price narratives. Supply chains price physics.
Kimi K3’s weights are live - 2.8 trillion parameters, only about 50 billion active per token. That efficiency is real. But the other 2.75 trillion still have to sit somewhere the moment someone self-hosts it. Sparse compute doesn’t mean sparse memory.
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Homer City, PA had America's largest coal plant. Now it's the largest gas plant instead, powering a data center on the same lines. The turbines took three years to get. That's this week's real AI bottleneck. Six companies sit inside that gap:
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Nvidia's $500B SK Hynix deal isn't really about the deal size. It's compute, memory, and power all in one commitment - a 2 gigawatt data center means Nvidia is now underwriting grid capacity just to secure memory it can't get elsewhere.
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Comment REWIND if you scrolled back for another look
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Rate my pussy using only emojis 👇
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AI is changing work. The people are ready. But are the organizations? Success means reimagining workflows and encouraging bold thinking. See how your team can stay ahead by reading the 2026 Work Trend Index:
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