INDUSTRIAL ILLUSIONS @industillusion

A private ledger of tomorrow’s industrial disruptors. Intelligence. Compute. Photonics. Machines. Biology. Space. PLANET NAMEK Joined January 2023

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INDUSTRIAL ILLUSIONS @industillusion

6 days ago

$AAOI is deploying $BE fuel cells to power its Taiwan expansion as demand for 800G and 1.6T optics outpaces grid capacity. With hyperscale production already qualified, faster access to power could accelerate transceiver shipments.

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INDUSTRIAL ILLUSIONS @industillusion

a week ago

$TSM is reportedly exploring owning and operating a Texas fab for Elon Musk’s Terafab, with $SPCX anchoring capacity through purchase commitments. It would put TSMC at the heart of the manufacturing buildout behind Musk’s AI, robotics and space ambitions.

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INDUSTRIAL ILLUSIONS @industillusion

2 weeks ago

Broadcom’s $AVGO Wall Street banking syndicate has begun seeking $60 billion in new financing for AI chips, with the funding expected to support Anthropic and other companies, according to Bloomberg.

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INDUSTRIAL ILLUSIONS @industillusion

2 weeks ago

General Compute is deploying $CBRS systems alongside NVIDIA GPUs for AI inference. The setup will use GPUs for prefill and Cerebras for inference, with the company aiming to improve speed and costs. Its first Cerebras-powered tokens are expected in Q1 2027.

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INDUSTRIAL ILLUSIONS @industillusion

2 weeks ago

$GS is taking its $100B Treasury fund onchain via avalanche-2:native -based Lynq, letting institutions earn yield between trades.

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INDUSTRIAL ILLUSIONS @industillusion

2 weeks ago

$ORCL has launched Fusion Claw, with 25 AI agent apps across finance, HR, supply chain and sales. Oracle says it is moving from Ai assistance to execution, using its existing business data to support automated work.

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INDUSTRIAL ILLUSIONS @industillusion

2 weeks ago

$VOYG and Anduril have formalized a partnership spanning weapons and propulsion, building on more than $60M in Golden Dome work already awarded to Voyager. The deal opens a path to high-rate U.S. production if interceptor orders scale.

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INDUSTRIAL ILLUSIONS @industillusion

2 weeks ago

$T signed a $3B+ multi-year fiber deal with $GLW supporting its goal of reaching 60M Americans by 2030. Fiber households already use 1TB+ monthly, with AT&T expecting 2.5TB as streaming, cloud and AI drive demand.

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INDUSTRIAL ILLUSIONS @industillusion

2 weeks ago

Anthropic's IPO prospectus shows a $42 billion loss for 2025, despite a twelve-fold jump in revenue to nearly $4.6 billion. It plans to commit $518 billion to computing, and is reportedly eyeing a valuation above $2 trillion. A debut is expected after the November midterms.