PH18 in orbit: Tower Semiconductor’s photonic platform enabling high-bandwidth optical links for scalable space AI infrastructure.

Space Data Centers

Tower Semiconductor - Powering AI From Orbit (Pt.5)

10 min · 16 Jun 2026

Tower's SiGe BiCMOS + SiPho platform on 300mm wafers eliminates GFS's sole advantage, delivers 30% lower power than InP at 1/3 the cost with 85%+ yields, and cements TSEM as the dominant SiPh foundry for both hyperscale AI and Space DC deployments.

ABBX Week 17: Oracle’s Backlog Matches a Hyperscaler. Its Balance Sheet Does Not.

ABBX Week 17 finds no broad AI bubble. Oracle is the test case: a USD 664 billion backlog, neo-cloud-like equity value, and a lease-and-capex bill that still lands before that backlog turns into cash.

10 min read 14 Sep 2026

10 min read 30 Aug 2026

The AI Bubble That Isn’t — Yet: What the Completed Q2’26 Data Reveals

Q2’26 ABBX is complete. Parts of the AI market are hot, but the ecosystem is not yet a broad bubble: ROIC still exceeds funding costs, multiples remain below May, and demand is still broadening. The real heat is off-balance-sheet financing, not headline debt.

14 min read 25 Aug 2026

Cerebras Is a Taxi. NVIDIA Runs the Bus Network (Pt1.)

Cerebras can generate tokens at extraordinary speed for a handful of users, but NVIDIA’s GPU architecture delivers superior economics at scale. This report explains why the fastest AI inference system does not necessarily make the best mass-market token factory — or the better investment.

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