Category: Frontier Tech
Space, biotech, quantum, fusion, cleantech and other moonshots.
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SK Hynix broke ground in Indiana on a plant that ships nothing until 2029
The memory shortage is now; the cleanroom opens in 2028 and mass production a year after that.
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Pacific Fusion broke ground on a machine meant to break even by 2030
The company has the money and the site; what it does not have yet is a shot that puts out more energy than it…
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Navitas is paying $232.8 million to move power delivery inside the chip package
The deal is priced to close before the technology has shipped at scale, betting that the last inches of power delivery to an AI…
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Alibaba raised $10.2 billion for AI and its stock fell 8% anyway
The placement is Hong Kong’s largest primary share sale on record, and the market read the dilution as confirmation that Alibaba’s AI spending is…
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Google can buy $12.2 billion of Marvell stock, if it keeps buying chips
The warrant ties Google’s future stake to how much custom silicon it purchases through 2033, which makes Marvell’s win conditional on Google’s demand holding…
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Google’s chip warrant ties Marvell’s stock to Google’s own orders
The option is worth $12.2B exercised in full, and most of it vests only if Google keeps buying through fiscal 2033.
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Nvidia has arranged $500B in loans against its own chips
Six Wall Street firms will lend to Nvidia’s customers with GPU compute as the collateral, which requires GPUs to hold their value.
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IBM ran fusion fuel chemistry on a quantum computer
The first known fusion-material calculation on quantum hardware went after tritium, the supply problem that decides whether fusion plants can refuel themselves.
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Anthropic says it will pay for the grid upgrades it causes
A new venture with Macquarie and GIC funds dedicated data centres, and comes with an unusual promise about consumer power bills.
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Tesla and SpaceX commit $16.8B to a Texas chip fab
Terafab is pitched at more than 100 million square feet, and Musk is calling it the largest building on Earth.