Deep Dive
Semiconductors · AI
How McDonald's French Fries, a Dentist's Basement, and Raw Idaho Stubbornness Created America's Secret AI Superweapon
Everybody's talking about Nvidia. Almost nobody's talking about the company in Boise that Nvidia literally can't function without. That's either a massive opportunity or a spectacular trap.
Deep Dive
Nuclear Energy · AI Infrastructure
Sam Altman Bet Millions on a Hot-Tub-Sized Nuclear Reactor Before Anyone Cared About AI. The Stock Is Up 500%.
A pre-revenue startup says it can build meltdown-proof nuclear plants the size of shipping containers. Either it's the future of energy — or the most spectacular SPAC implosion since... well, all of them.