Marvell Lumentum Acquisition: Why Nvidia Is Betting on AI Optics
Marvell is buying Lumentum for an implied $115 billion to own the lasers AI data centers need, and Nvidia has $2 billion in each company.
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SpaceX AI Revenue Passes Starlink: Terafab, Starmind and a Possible Tesla Merger
SpaceX’s AI business out-earned Starlink in Q3 2026. Power deals, the Terafab chip plant, Starmind orbital data centers and a possible Tesla merger are how it plans to grow from here, and each carries real risk.
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CoreWeave Stock Plunges 25%: Why Neocloud Debt Is Reigniting AI Bubble Fears
CoreWeave stock fell about 25% in a week and its bonds now trade like distressed debt. The AI bubble debate is turning to whether GPU data centers can earn back their cost.
