This article breaks down why Tsinghua University’s surge in AI patents doesn’t mean China is winning the AI race. Patent charts measure universities—not compute, chips, cloud infrastructure, power, o…
Nexus (Christopher)
Nvidia crushed earnings and boosted guidance, but stocks barely moved as the 10-year pushed toward 4.15% and Fed minutes signaled caution. Full Pattern Nexus analysis.
Nexus (Christopher)
Tech stocks dragged the market lower as the Dow fell nearly 500 points, oil held above $60, and the 10-year drifted near 4.11% in a mixed macro session.
Nexus (Christopher)
Broad selloff across equities, metals, and crypto, while the dollar firms and the 10-year Treasury continues to defy the Fed’s 2026 rate-cut script.
Nexus (Christopher)
Google just revealed plans to build the first space-based AI data-center constellation — a solar-powered orbital compute cluster designed to escape Earth’s power limits. This breakdown explores the e…
Nexus (Christopher)
A single map of U.S. data centers reveals the real AI-industrial build-out: clustered power demand, a 40–50 GW grid shortfall, forced nuclear restarts, and a new liquidity regime that makes QE-style …
Nexus (Christopher)
