TFTC
How Bitcoin and AI are becoming leverage for builders and independent thinkers.
309 posts
PwC's Global Data Centre Outlook, modeled by Oxford Economics across 46 countries, projects $31.6 trillion in cumulative global data center capex through 2050. Power availability i…
DeepSeek is ordering at least 160,000 Huawei Ascend 950DT chips for a gigawatt-scale data center in Inner Mongolia, per Bloomberg. NVIDIA's China AI share is forecast to crater fro…
Nvidia signed a definitive agreement to acquire Hugging Face for $12.93 billion. Jensen Huang promises the platform stays open. There is currently no binding governance mechanism t…
Galaxy Research's Alex Thorn confirmed the first on-chain movement from the original Coldcard attacker addresses: ~10% of Wave 3 funds routed through THORChain and landed on a new…
VentureBeat's July 2026 VB Pulse survey of 170 enterprise AI infrastructure buyers finds non-Nvidia accelerators outpacing Blackwell on evaluation intent by 14 percentage points. I…
U.S. District Judge Rita Lin issued a 59-page ruling on August 27 voiding the Pentagon's supply chain risk designation of Anthropic, finding it violated the First and Fifth Amendme…
Gov. Greg Abbott directed PUCT and ERCOT to audit all queued data center projects before any can connect to the Texas grid, halting roughly 1,800 projects and exposing a 474 GW int…
Utah FORGE began its longest-ever enhanced geothermal circulation test on August 12, 2026. Fervo Energy's 500 MW Cape Station sits less than a mile away. The results will determine…
Huawei and U.S.-blacklisted iFlytek submitted a 102-page tender to Egypt proposing 2,008 Ascend AI chips for military and surveillance use. Washington scrambled Nvidia, AMD, and Mi…
ChatGPT Work's cloud browser can now sign into websites and hold those sessions on OpenAI's infrastructure across tasks. The credential is the least of it.
Environmental groups demand Microsoft cease operations at a 300 MW Vineland, NJ AI data center after a Floodlight thermal drone investigation documented at least 45 of 62 gas gener…
Anthropic committed $45 billion over six years to rent 460 megawatts from Nscale's Monarch Compute Campus in West Virginia, a fully off-grid, natural-gas-powered microgrid that run…
SoftBank is in discussions to float up to $20B in junk-rated bonds to refinance the $40B bridge loan underpinning its $65B OpenAI commitment. Bloomberg Intelligence says the gap ma…
Core Lightning maintainers issued an emergency warning on Aug. 26 after AI-generated CVE reports surfaced multiple critical vulnerabilities. Operators must upgrade to signed emerge…
Blockstream's Jonas Nick published the first BIP for SHRINCS, a post-quantum signature scheme production-tested on Liquid. The scheme is promising, the security proof is not finish…
Core Lightning maintainers confirmed multiple critical vulnerabilities on August 26 and are urging all CLN node operators to take nodes offline immediately. A signed emergency patc…
Blockstream Research published a full evaluation of lattice-based post-quantum signatures for Bitcoin, rating Falcon, Dilithium, and Hawk against on-chain cost, implementation comp…
The US Treasury launched a Quantum-Readiness Task Force on August 24, 2026, under Executive Order 14412, with three workstreams including one explicitly scoped to digital assets an…
Taiwan's Keelung prosecutors indicted nine people on August 24, including employees at Nvidia's Taiwan office and Supermicro's Taiwan branch, for smuggling 74 Nvidia B300 AI server…
PJM filed with FERC on July 31 to make new AI data centers the first in line for power cuts during shortages. The grid math: 70 GW of projected new demand, 15 GW of retired generat…
The Commoner
Independent writing by Marty Bent at TFTC since 2017. Money, markets, AI, energy and privacy, delivered free to your inbox.
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