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News
04 September 2026

Is This The Bottom?

Three cycle lows, four years apart. The fourth one is due.
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26 August 2026

The Cheapest Battery Is the One You Never Install

Data centers might increasingly need batteries. Mining never had to buy them.
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20 August 2026

The GPUs in the Box

Modular construction is not a schedule fix. It is what you build when the asset inside has a shorter life than the shell around it.
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