Topic
hbm-supply
2 articles
Deep Signals ·
ERCOT's Voltage Tests Are the First Hard Number on AI Grid Fragility
When Texas regulators put data centers and crypto sites on a voltage-ride-through test, a meaningful share failed — and that failure mode, not megawatt supply, is now the binding constraint on the AI buildout.
Briefings ·
Signal Briefing: 2026-05-24
As hyperscaler capex commitments mature into physical infrastructure, the gap between announced buildout and operational capacity is defining near-term compute economics.