Supply Chain
+3
Aug 4, 2026
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6 min read
DRAM triples, Microsoft's $450B day, and the AI buildout collides with the grid — five reads on chips, capacity, and capex.
+1
Jul 2, 2026
2 min read
America's drug shortages just hit a two-decade record, and the cause and the cure both run through a supply chain that begins where almost nobody is looking.
