Data Centers

TEXXR Analysis

Oct 8, 2026

Haiku 5.5's 75% Cost Drop Meets an Access Test

Anthropic says Haiku 5.5 costs roughly 75% less to run than Haiku 4.5. Meta’s agent protocol, Apple’s disk controls and Amazon’s host-community pledge show what...

Oct 7, 2026

Nvidia, the Guarantor Behind the GPU

Nvidia neocloud financing now reaches beyond chip purchases: the company disclosed $3.5B in land, power and facility lease guarantees, then reportedly offered t...

Oct 7, 2026

Google’s 3,590-MW Constellation Deal Faces a Grid Test

Google contracted for 3,590 MW from Constellation in PJM, but only about a quarter is described as new nuclear supply. Microsoft’s restart agreement and Amazon’...

Oct 4, 2026

OpenAI’s 10GW Ohio Lease Comes Before the Power

AI data center project finance now reaches beyond the building: SB Energy reports 8.8GW contracted or under construction and a $430B backlog, while OpenAI’s 20-...

Sep 21, 2026

SB Energy’s 8.8GW Mixes Contracts and Construction

SB Energy reports 8.8GW of data-center capacity contracted or under construction in Texas and Ohio, alongside a $430B backlog. Its Ohio arrangement binds a 20-y...

Coverage Timeline

2018-09-14

Stratechery 12 related

iPhones are the closest thing to a hardware annuity stream tech has ever seen, as they're a known quantity, dependable, and nearly all users will buy again

@stratechery https://stratechery.com/... Steven Sinofsky / @stevesi : The iPhone Franchise http://stratechery.com/... @stratechery // Smart. Interesting to consider the iPhone annuity stream relative ...

2018-09-14 View

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iPhones are the closest thing to a hardware annuity stream tech has ever seen, as they're a known quantity, dependable, and nearly all users will buy again

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