James Altucher:

This Startup’s Metal Stacks Could Help Solve AI’s Massive Heat Problem

Nvidia’s next-gen GPU racks are expected to pull up to 600 kilowatts each — nearly twice the output of a high-speed EV charger — and nothing in today’s data-center cooling stack is built to handle that kind of heat. That’s why a little-known startup called Alloy Enterprises is attracting the attention of the biggest names in cloud and AI infrastructure.

Instead of 3D printing or machining, Alloy uses a proprietary stack-forging process that turns raw sheets of copper into seamless, high-pressure cold plates that can cool not just GPUs, but the memory, networking chips, and supporting components that now account for 20% of a rack’s thermal load. This has resulted in 35% better thermal performance, no seams, no leakage points, and a design that can squeeze into spaces where traditional cooling hardware can’t fit.

With AI power draw rising faster than power grids can catch up, the next bottleneck is heat. And the players that solve data-center cooling at 600 kilowatts per rack may end up as critical to the AI boom as Nvidia itself.

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Chris Campbell:

Fear, Loathing, and Liquidations

Crypto is crashing.

Every headline screams disaster: Binance dumping. BlackRock dumping. Wintermute dumping.

Over a billion dollars’ worth of Bitcoin hitting the market.

But there’s a reason this crash feels more violent than it should…

While the selloff has been brutal, it’s also slowly birthing one of the most asymmetric setups we’ve seen all cycle.

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Ray Blanco:

China Deploys First Commercial Quantum Computer

China’s first commercial cold-atom quantum computer is now in the field, built without a single imported part and already generating real sales. 

Suppose Beijing can scale this model of room-temperature operation, domestic supply chain, export-ready. In that case, the balance of power in advanced computing may shift far sooner than markets are pricing in.

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