Dominik is a software engineer and co-founder of Mavday. He writes about building with AI: retrieval, evaluation and the engineering that turns a demo into something you can ship.
AI data-centre builders have sold more than $28bn of bonds and convertibles this year, and Cipher priced $850m more the day before the CoreWeave rout. Here is how each one funds itself, and the risks.
ASML sold a record €11.7bn in the third quarter and said planned supply for 2027 and 2028 will not fully meet customer demand. Here is what that means for AI chips, what the filings show, and how the shares moved.
CoreWeave shares fell by a third in two weeks and its 2031 bonds traded at yields near 16%. Here is what drove the sell-off, how much CoreWeave owes and when, and what the company has said.
A power event took a Google Cloud zone in London offline for almost eight hours on 20 October, hitting Revolut. The timeline, and the lesson for builders.
Microsoft has confirmed it is leaving Nscale's planned AI supercomputer site in Essex, weeks before Nscale's US listing. The problem is not money or chips. It is getting power from Britain's grid.
Nvidia signed an industrial AI pact with Germany on 19 October and named four German startups it will back. What was announced, and what wasn't.
IREN shares lost a third of their value between 6 and 16 October without a single announcement from the company. Here is what drove the slide, what the filings show, and what to watch next.
A manufacturing flaw in Neutron’s carbon-fibre propellant dome has pushed Rocket Lab’s new rocket into 2027, two months after the company said it was on track for the pad this year.
TSMC beat its own forecast, raised its outlook and said it sees "no sign of slowdown" in AI demand. Its US shares fell anyway. Here is what the results say about AI chips, and what moved the stock.
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