liquid cooling Archives

Two SK Hynix HBM4 memory chips are shown; one chip displays the label “HBM4” while the other is flipped to reveal its gold connector side, highlighting advanced packaging. Both are set on a plain white background.

HBM4 and Packaging in 2026: The Bottleneck No One Wants To Own

November 14, 2025 Gavin Bonshor 0

2026 will not be won by a shinier compute tile, but it’ll be won by the teams that can bolt enough healthy HBM onto a […]

Aerial view of the Meta Hyperion JV AI megacenter, a large industrial complex with rectangular buildings, parking lots, and surrounding trees nestled amid green fields and a rural landscape. Roads and ponds are visible around the facility.

Meta’s $27B Hyperion JV: Blue Owl bankrolls AI megacenter, Meta rents it back

October 22, 2025 Gavin Bonshor 0

Meta just rewired how hyperscalers pay for compute. The company formed a $27 billion joint venture with funds managed by Blue Owl Capital to develop […]