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Capital War Series
The AI Buildout Turns Physical
Capital and manufacturing are scaling faster than the power systems beneath them.
 • Jennifer Park
The $5 Billion After the Deal
What Aligned’s $40 billion acquisition and $5 billion expansion commitment reveal about capital, power and the race to deliver AI capacity.
 • Jennifer Park
AI Risk Moves Beyond Demand
The overnight rebound masks a tightening constraint set across memory litigation, trade policy and power reliability.
 • Jennifer Park
The AI Trade Recovers, but the Hurdle Stays High
Chips rebounded and enterprise compute demand advanced, while oil and yields kept the session selective rather than resetting the risk map.
 • Jennifer Park
AI Memory Enters the Trade Court
A new USITC probe links Samsung’s DDR5 and HBM to Nvidia, Google, Supermicro, and Broadcom—spreading legal risk across the AI stack.
 • Jennifer Park
Capital War Series Issue #4 Power Is the New Platform
How Data Centers Are Turning Electricity Into AI’s Next Chokepoint
 • Jennifer Park
Capital War Series Issue #3 The Foundry Map
Why AI Runs Through TSMC, Samsung, and Intel
 • Jennifer Park
Capital War Series Issue #2 The Memory Bottleneck
Why SK Hynix, HBM, Micron, and Samsung Became Strategic Infrastructure
 • Jennifer Park

June 2026

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