The assertion that pro-Palestinian street mobilisation in European cities is organised and financed by Qatar and Turkey is usually made without reference to what open sources can and cannot establish. That is a mistake, because the open-source record on this question is unusually strong at one end of the chain and essentially empty at the other, and the shape of that asymmetry … [Read more...] about Qatari and Turkish Funding of European Islamist Networks: An Open-Source Assessment of the Protest Link
RT’s Mirror Domains Outlasted the EU Ban: How OSINT Researchers Map the Network
The European Union restricted RT and Sputnik in March 2022. The restriction was written against outlets and enforced against domains, and those are not the same object. Four years later the outlets are still reachable across most member states, and the gap between the statute and the resolver is now one of the better-documented case studies in open-source infrastructure … [Read more...] about RT’s Mirror Domains Outlasted the EU Ban: How OSINT Researchers Map the Network
Room 3603: British Intelligence Ran Its Largest Wartime Station Out of Rockefeller Center
The tower in the middle of the frame is 30 Rockefeller Plaza. One block east, at 630 Fifth Avenue, the International Building housed a foreign intelligence service that spent five years running influence operations against the population of the country hosting it. The cover was a passport office. The landlord knew, and charged little or nothing for the space. British … [Read more...] about Room 3603: British Intelligence Ran Its Largest Wartime Station Out of Rockefeller Center
Intel’s $20 Billion Upsize and Cloudflare’s Zero-Coupon Converts Say the AI Boom Is Strengthening
One day of wire traffic is a bad sample and a good instrument. It is bad because Businesswire is paid distribution, so the population is self-selecting and the Inc. 5000 items cluster because the list dropped, not because anything changed. It is good because the financing announcements inside it are the only items on the tape that had to clear a real bid before they could be … [Read more...] about Intel’s $20 Billion Upsize and Cloudflare’s Zero-Coupon Converts Say the AI Boom Is Strengthening
CoreWeave’s $2.6B Loan, Point2’s $136M Series B and MaxLinear’s Rack Control Plane: The Capital and the Bottleneck Are in Different Layers
MaxLinear introduced RackCommander, a control-plane portfolio covering connectivity, monitoring, control and power management for AI racks, and then in the same news cycle extended it with intelligent eFuses for rack-scale power protection, telemetry and serviceability. Two releases, hours apart, from a company whose historic identity is broadband connectivity silicon. The … [Read more...] about CoreWeave’s $2.6B Loan, Point2’s $136M Series B and MaxLinear’s Rack Control Plane: The Capital and the Bottleneck Are in Different Layers
The AI Buildout Shifts to Debt and Household Bills
Riot Platforms sold Anthropic 191 megawatts of capacity at its Rockdale, Texas campus for $9.1 billion over twenty years, and the stock added roughly a quarter of its value after hours. The tenor matters more than the headline figure. Twenty years is a utility contract, not a technology contract, and it implies about $2.4 million per megawatt-year. Industrial power in ERCOT … [Read more...] about The AI Buildout Shifts to Debt and Household Bills
The AI trade is entering a new phase
The semiconductor rally led by Intel, AMD and Broadcom is more than another rotation into chip stocks. The market increasingly appears to be looking beyond the GPU itself and toward the entire AI infrastructure stack: compute, networking, storage, memory and cybersecurity. That shift matters. NVIDIA built an extraordinary moat around accelerated computing, but the next stage … [Read more...] about The AI trade is entering a new phase
Syria Takes Back Hmeimim and Tartus as Russia’s Bases Become Joint Training Centres
Damascus announced on Sunday that it had reached a memorandum of understanding with Moscow over the two facilities that anchored Russia's military position in the eastern Mediterranean for a decade. The Syrian Foreign Ministry said the state will assume management of the civilian side of both sites, meaning Hmeimim airport near Latakia and the fourth commercial berth at the … [Read more...] about Syria Takes Back Hmeimim and Tartus as Russia’s Bases Become Joint Training Centres
US Intelligence Ties Leipzig Airport Drone Bomb to Russia While Berlin Stays Silent
American officials familiar with intelligence reporting on the August 5 incident at Leipzig/Halle Airport have tied the explosive drone found there to Russian state services. The assessment reached the Wall Street Journal through anonymous sources, and a US defense official in Europe separately told CNN the device carried military-grade explosives and pointed to a Russian … [Read more...] about US Intelligence Ties Leipzig Airport Drone Bomb to Russia While Berlin Stays Silent
China’s DUV Breakthrough, Nvidia’s $250B OpenAI Backstop and the CXMT IPO: Three Headlines, One Mispriced Selloff
The index number understated the damage. The VanEck Semiconductor ETF closed down more than 2%, with intraday prints closer to 4%, but the dispersion underneath was violent: SanDisk fell over 14%, AMD between 5% and 8% depending on the print, Teradyne 4% to 5%, Nvidia nearly 5% intraday, ASML's US listing almost 6%, and BE Semiconductor roughly 8.5% in Amsterdam. Micron shed … [Read more...] about China’s DUV Breakthrough, Nvidia’s $250B OpenAI Backstop and the CXMT IPO: Three Headlines, One Mispriced Selloff