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Industry & Business

Corporate earnings, IPOs, layoffs, market shifts, and the business of technology.

Micron's $23.9B Quarter: The AI Infrastructure Sovereignty Trap

● 20 Mar | 5 min | AI & Intelligence • Kofi Mensah

Micron's revenue tripled in Q2 2026, yet its $25B capital spending plan triggered a market selloff. AI infrastructure is concentrating into just three companies.

Recent Coverage

9 Articles

OpenAI vs Anthropic: The IPO Race and the Fiduciary Duty to Sovereignty

20 Mar | 6 min

OpenAI's $1 Trillion IPO: The Most Consequential Stock Listing of the AI Era

20 Mar | 12 min

Oracle Is Sacrificing 30,000 Workers to Build AI Data Centers — and Banks Won't Even Finance It

20 Mar | 19 min

McKinsey Now Has 20,000 AI Agents on Staff — and Is Testing Graduates on How Well They Command Them

20 Mar | 19 min

AI Infrastructure Buildout: The $700B Shift to Sovereign Compute

19 Mar | 9 min read

Subscription Fatigue: Why 'Pay-Once' software is making a huge comeback

10 Mar | 6 min read

The Cost of Thinking: Understanding "Inference Economics" in 2026

6 Mar | 5 min read

Nvidia vs. The World: Who is leading the custom AI chip race?

21 Feb | 8 min read

Sovereign Insights: Industry & Business

Our coverage of Industry & Business focuses on the technical and ethical shifts defining 2026. We prioritize local-first solutions and sovereign alternatives to mainstream tech infrastructure.