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Article

Amazon Turns Nvidia GPUs Into a 2028 AI-Factory Supply Line

AWS and Nvidia plan to deploy 2 million additional Nvidia GPUs across AWS global infrastructure in 2027 and 2028, including Blackwell Ultra, Rubin, and Rubin Ultra systems. The collaboration also reaches into Vera CPUs, NVLink Fusion with Nvidia custom high-b…

AI Industrial Flywheel (⚙️🤖🔥)
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Article

U.S. Administration Investments in Nuclear Companies (2025)

In 2025, the U.S. administration under President Donald Trump announced an $80 billion nuclear partnership with Westinghouse, Cameco, and Brookfield to rebuild America’s nuclear capacity and meet soaring AI-driven power demand. Complementary projects by Amazo…

Tech, Energy & AI Economy (⚡ or 🧬)
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Article

The World I’ve Been Mapping Is Taking Shape

I connect the developments now taking shape across AI infrastructure, private power, critical minerals, the Iran energy shock, digital dollars, machine commerce, robotics and productive ownership. The article explains the mechanisms for readers joining the di…

Long-Form Thesis Reports (📘🔥)
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Article

Virginia Turns AI Data-Center Power Lines Into a User-Pays Tariff

Virginia’s State Corporation Commission ordered Dominion Energy to develop a tariff framework that assigns more transmission costs directly to data centers and other large-load customers when upgrades are built for them. The move follows Gov. Abigail Spanberg…

AI Industrial Flywheel (⚙️🤖🔥)
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