Topic
ai-capex
2 articles
Deep Signals ·
The Memory Cartel's Five-Year Bet: Why DRAM Is the New Oil
SK hynix's plan to double wafer capacity by 2031 confirms what Intel and Qualcomm are saying out loud — HBM has drained the commodity memory pool, and the bill is landing on every device below the AI rack.
Briefings ·
Signal Briefing: February 2, 2026
February opens with surging AI capital expenditure, accelerating model release cadence, and enterprise buyers recalibrating priorities for the year ahead.