📈 Markets Monday for 2025-12-01
AI Infrastructure day for Nebius and CoreWeave
AI Infrastructure day for Nebius and CoreWeave
Hot Fudge Daily digest for the week of 11-24-2025 to 11-29-2025.
A monthly digest of my thoughts, links, and updates from the Fediverse for November 2025.
For want of a nail the HVAC was lost
Google TPU custom silicon and value chain implications
SignalFrame, PMC-Sierra, and Sega
Shatner. Software. Seismometer.
Funding for AI-powered everything continues
Quantum computing and digital infrastructure rises
Hot Fudge Daily digest for the week of 11-17-2025 to 11-22-2025.
Skull-crushing allegations and misanthropic misalignment
Nvidia's Q3 earnings prove the shovel-selling business is booming
US Govt, Google, Pepsi Phone, and failed bills
Wacky. Wayback. Whoa.
The Tuesday sample of $1.6B raised for AI
A look at one top tech mover
Hot Fudge Daily digest for the week of 11-10-2025 to 11-15-2025.
Apple CEO Turnover Timing Tribulations
Big bet on AI data centers in Texas
OCSP imbroglio, Chrome for iOS, Netflix for Windows Phone7 and Android