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Why Nvidia Spent $4B on Lasers

The real constraint isn't chips. It's what connects them.

Oct 28, 2026

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5 min read

The Mineral Gap $2.9B Can't Close

One ton of ore per day is all the country produces right now.

Oct 27, 2026

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5 min read

What the Cobalt Tender Revealed

The Pentagon had the money but ran out of sellers.

Oct 26, 2026

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5 min read

Why the Pentagon Still Needs Brazil

One company sets the price with no exchange and no alternative.

Oct 24, 2026

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6 min read

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Oct 28, 2026

•

5 min read

Why Nvidia Spent $4B on Lasers

Jason Van Steenwyk

Why Nvidia Spent $4B on Lasers

Oct 28, 2026

•

5 min read

The Mineral Gap $2.9B Can't Close

Oct 27, 2026

•

5 min read

Oct 28, 2026

•

5 min read

Why Nvidia Spent $4B on Lasers

Jason Van Steenwyk

Oct 28, 2026

•

5 min read

Why Nvidia Spent $4B on Lasers

Jason Van Steenwyk

What the Cobalt Tender Revealed

Oct 26, 2026

Jason Van Steenwyk

The Pentagon had the money but ran out of sellers.