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Article

Microsoft Turns Maia 300 Into a Multi-Gigawatt Inference Rail

Microsoft announced Maia 300 on October 12, 2026, saying Azure Maia will scale to multi-gigawatt deployments starting in 2027 and become the primary inference system for Microsoft products and services. The company says the system is aimed at long-context, la…

AI Industrial Flywheel (⚙️🤖🔥)
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Article

QE 2026, Phase Two: When the Long End Forces Duration Control

The Fed already ended QT and expanded Treasury holdings through bill-focused reserve-management purchases, but that repaired the reserve layer without suppressing the long end. With the 10-year Treasury at 4.95%, the 30-year at 5.37%, real long yields near th…

Policy Watch — Fed, Treasury & CBs (🏛️📜)
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