Search the journal

Search posts

Search by words in a post's title or content.

Stock quotes may be delayed. SPY and QQQ are US index ETFs

Market data is loading
  • NVDA—
  • AMD—
  • TSM—
  • ASML—
  • MSFT—
  • GOOGL—
  • SPY · S&P 500 ETF—
  • QQQ · Nasdaq 100 ETF—
  • USD/KRW—
ALL POSTS

All posts

All posts, from newest to oldest.

241 stories
Semiconductors & infrastructure

Google Signs 20-Year Nuclear Power Purchase Agreement with Constellation… Expands New Nuclear Capacity by 890 MW

Google has signed a long-term power purchase agreement with Constellation Energy, one of the largest nuclear power plant operators in the U.S., to increase the output of existing reactors and add 890 MW of new nuclear generation capacity to the PJM power grid. The key to this initiative is the “uprate” method—improving existing reactors and facilities to increase efficiency and output—rather than building new nuclear power plants from scratch. This agreement demonstrates how the power demand from AI data centers is changing even the way investments in the power grid are made, As an example of this,

AI models & services

Mistral AI Unveils "Mistral Large 4" with 1 Trillion Parameters… Enhancing Coding and Agent Performance

Mistral AI has unveiled its new flagship model, Mistral Large 4. This model isn’t just a large language model with an increased number of parameters; it utilizes a Mixture-of-Experts (MoE) architecture—which doesn’t use all parameters in a single inference—to simultaneously achieve both scale and execution efficiency. According to Mistral’s official documentation, the model has a total of 1.05 trillion parameters, but only 49 billion are activated during actual token processing. ​ At launch,

Security & privacy

CISA Confirms Active Exploitation of Citrix NetScaler CVE-2026-88779… Federal Agencies Must Take Action by October 7

Organizations running Citrix NetScaler need to view this news as more serious than a simple security patch announcement. This is because the U.S. Cybersecurity and Infrastructure Security Agency (CISA) has determined that CVE-2026-88779 is a vulnerability that has been used in actual attacks and has added it to its list of Known Exploited Vulnerabilities (KEV). The official impact of this vulnerability is a denial-of-service (DoS) attack. An attacker could exploit a vulnerable NetScaler device’s

Semiconductors & infrastructure

Oracle to Directly Cover Electricity Costs for Wisconsin Data Center… Aims to Save Approximately $300 Million Through Connection to the Point Beach Nuclear Power Plant

As the expansion of AI data centers accelerates, the focus of power-related issues is shifting. While the initial concern was whether sufficient power could be secured, the question of who will bear the costs—as large data centers drive up investment in transmission grids and power generation expenses—has now become a major point of contention for local communities and regulatory agencies. ​ Oracle has established a power purchase arrangement in Wisconsin whereby it acquires a portion of the electricity generated by the existing Point Beach nuclear power plant, Participate and bear the additional costs, estimated at approximately $300 million

Semiconductors & infrastructure

Supabase Raises an Additional $150 Million in Funding and Acquires Turso… Expanding Database Infrastructure for AI Agents

As AI coding tools begin to build applications in place of humans, the way databases are used is also changing. Whereas it used to be common for a single service to operate a few long-term databases, we’re now seeing a rapid increase in the practice of AI agents quickly creating and using independent databases for each task, user, or sandbox. ​ Supabase secures $150 million in new funding The announcement of the Turso acquisition at the same time was a direct response to this change

Semiconductors & infrastructure

Applied Digital Launches Additional 75 MW of AI Data Center Capacity… Expands Polaris Forge 1 Operational Capacity to 250 MW

In the competition among AI data centers, what matters most isn’t the announced power capacity, but how quickly the computing capacity actually available to customers can be brought online. Even if you plan a campus with a capacity of hundreds of megawatts, that power isn’t computing infrastructure that generates revenue until the substation, cooling, power distribution, and server room commissioning are all complete. ​ Applied Digital has brought an additional 75 MW at Polaris Forge 1 in Ellen Dale, North Dakota, to “Ready for Service” status. Converted