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See a sample issueOn the record · SEC filings
What AI infrastructure companies just told the SEC
Follow the deals, debt and disclosures behind the AI buildout, straight from the filings. No amounts, no guesses. A link to every filing.
- Agreement- or financing-related
- 61in 13 weeks
- Companies watched
- 33
Last pulled Oct 30.
Top Stories
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SpaceX's $40B Chip Lease Leaves Out the Terms That Matter
SpaceX committed to a $40B Apollo-managed GPU lease. The rent formula repays the full cost, and the filing says nothing on who owns the chips at the end.
A $2B AI Chip Packaging Deal Won't Ship Volume Until 2028
GlobalFoundries will make a key AI chip part for TSMC in New York, but volume starts in 2028. Here's what that means if you are buying AI servers in 2027.
AI Agents Read Live Company Records Through Open Credentials
India's cyber agency says test AI agents read live company records through exposed credentials and loose cloud roles. Here is the one-afternoon check.
CoreWeave Debt Scare Hit Oracle. Is Your AI Vendor Exposed?
A chart of CoreWeave's bond yields moved Oracle and Dell this week. If your AI vendor rents capacity from a neocloud, four written questions show who stands behind your invoice.
AMD Is Backing a $6.5B Lease for Its Own Cloud Customer
AMD signed credit support for Fermi's $6.5B lease with its cloud customer TensorWave. Financing isn't closed, and how much risk AMD took on isn't disclosed.
AMD's AI Rack Needs 31TB of Memory, and Supply Is Tightening
AMD's Helios rack is built around 31TB of HBM4 memory. SK Hynix's CEO calls 2027 the worst supply year, and Samsung reportedly wants AMD's chip orders.
For Business Professionals
How AI changes cost, workflow, governance, and decision-making for the operators, leaders, and teams acting on it.
Why PsiQuantum Built a Network Switch for AI Data Centers
PsiQuantum showed an 8-port optical switch for AI networks on Oct. 28. The results are from its own lab, and no customer is named. Here is what it shows.
Why AI Data Centers Are Stuck Waiting Four Years for Power
Chips get the headline, but AI data centers wait years for power. Transformers, grid queues and cooling vendors decide when they actually turn on at all.
The GPU Shortage Might Be a Routing Problem, Not Supply
A new consortium says independent data centers use under 15% of their AI chip capacity, a claim worth testing before anyone buys more GPUs on faith alone.
Meet the HVAC Company Behind LG's 5GW AI Cooling Deal
LG named AIR Control Concepts a core partner for 5 GW of AI data center cooling. Here's how a Blackstone-backed HVAC roll-up got there, and what it signals.
Nvidia's $20B Groq Deal Wasn't a Buyout. Now, a Lawsuit.
Nvidia's $20 billion Groq deal was a licensing agreement, not an acquisition. A new shareholder lawsuit and a DOJ probe are testing that distinction now.
Beyond the Promise
Every AI buildout headline is an assembly of smaller, unglamorous companies. We trace the supply chain behind the announcement and flag who looks positioned to get bought next.
Why PsiQuantum Built a Network Switch for AI Data Centers
PsiQuantum showed an 8-port optical switch for AI networks on Oct. 28. The results are from its own lab, and no customer is named. Here is what it shows.
A $2B AI Chip Packaging Deal Won't Ship Volume Until 2028
GlobalFoundries will make a key AI chip part for TSMC in New York, but volume starts in 2028. Here's what that means if you are buying AI servers in 2027.
AMD's AI Rack Needs 31TB of Memory, and Supply Is Tightening
AMD's Helios rack is built around 31TB of HBM4 memory. SK Hynix's CEO calls 2027 the worst supply year, and Samsung reportedly wants AMD's chip orders.
Why AI Data Centers Are Stuck Waiting Four Years for Power
Chips get the headline, but AI data centers wait years for power. Transformers, grid queues and cooling vendors decide when they actually turn on at all.
The Take
View all takesQuick, plain-language reads on stories reputable outlets already covered well: why it matters, what to check next, and a link to the original reporting.
Broadcom Is Backstopping Up to $43 Billion of Its Own Customer's Chips
Meta Is Selling $37.5 Billion in Stock and Plans $60 Billion More
Micron Sees No End to the Memory Squeeze. Read Its Fab Dates.
Google Says Moving to TPUs Is Easy. Read Google's Own Fine Print.
From the Substack
SubscribeShort daily reads on the AI buildout, the chips behind it and who is paying for it. They live on Substack.
A Few Things I’m Still Thinking About This Week
A Robot Factory in Massachusetts Says It Can Beat China on Delivery Time
Oracle Is Buying More Nvidia. It's Also Inviting Nvidia's Rivals In.
Nvidia Backed a Startup Making AI Data Center Cables Out of Plastic
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Elon's Interplanetary Stack
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Published May 28, 2026
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What AI infrastructure companies filed with the SEC, sorted and linked
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