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RUM Group Turns AI Compute Into a Penny-Warrant Financing Test

RUM Group disclosed a six-year GPU-services agreement with an unaffiliated U.S.-based cloud customer, tied to its Maysville, Georgia site that is still under development. The contract carries an approximately $13.7 billion three-tranche order value and is pai…

AI Industrial Flywheel (⚙️🤖🔥)
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Google Turns Custom AI Chips Into a Marvell Equity-Control Deal

Marvell disclosed that it entered a July 29, 2026 commercial agreement with Google to develop custom semiconductor products tied to the TPU ecosystem. The August 19 filing also says Marvell issued Google a warrant for up to 58,970,907 shares at $206.58 per sh…

AI Industrial Flywheel (⚙️🤖🔥)
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Iran’s Election Pause: The Escalation Window Has Narrowed

The first follow-up to the October 8 Iran forecast confronts Trump’s election pause, checks actual naval posture, and follows the conflict through shipping, infrastructure, fuel and financing. The November 5 endpoint stays fixed. Four original figures, dated …

U.S. Strategic Posture (🦅🇺🇸)
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