From Semiconductor Fabs and AI Data Centers to Nuclear Power, Grids and Energy Storage 📊 iAtlas Weekly #10 | Weekly Briefing | September 2026 Artificial intelligence began as a software story. Then it became a semiconductor story. Now it is becoming an energy story. The enormous investment flowing into AI chips, memory, advanced packaging and…
The AI Boom Is Expanding from GPUs into Data Centers, Power, Cooling, Storage and the Physical Infrastructure Behind Computing 🌐 iAtlas Daily #53 | AI Infrastructure & Data Centers | September 2026 The AI Infrastructure Investment boom is becoming much larger than the semiconductor industry. The first phase of the AI investment cycle focused heavily…
From Memory Chips and Data Centers to Storage, Power and Batteries 📊 iAtlas Weekly #9 | Weekly Briefing | September 2026 The AI Industrial Infrastructure cycle is becoming much larger than the semiconductor boom that started it. For much of the past two years, the AI investment story could be summarized relatively simply: AI Models…
Slower EV Growth and Surging AI Power Demand Are Reshaping Battery Manufacturing 🔋 iAtlas Daily #48 | Battery Manufacturing & ESS | August 2026 The EV Battery to ESS Conversion trend is accelerating across the Korean battery industry. LG Energy Solution, Samsung SDI and SK On originally built much of their global manufacturing networks around…
A KRW 3.08 Trillion Investment Shows How AI Competition Is Moving from Chips to Physical Infrastructure 🌐 iAtlas Daily #46 | AI Infrastructure & Data Centers | August 2026 The SK Horizon AI Data Center strategy marks a major expansion of South Korea’s AI infrastructure ambitions. SK Telecom announced that it will establish SK Horizon,…
From AI Memory and Advanced Packaging to Critical Battery Materials 📊 iAtlas Weekly #8 | Weekly Briefing | August 2026 The AI Infrastructure Supply Chain is expanding rapidly as investment moves beyond GPUs and data centers into memory, advanced packaging, storage, power infrastructure and critical materials. For much of the past two years, the AI…
From HBM to Enterprise SSDs, AI Infrastructure Is Becoming a Full Memory Opportunity 📊 iAtlas Daily #42 | Semiconductor & AI Infrastructure | August 2026 🌍 The Big Story The SK hynix AI Memory strategy is expanding beyond HBM as the company builds a broader portfolio spanning DRAM, enterprise SSDs and computational storage for AI…
Why the 35GWh Lansing Facility Shows How the U.S. Battery Market Is Shifting Toward ESS 📰 iAtlas Daily #39 | August 2026 📰 What Happened? LG Energy Solution has started production at its new battery manufacturing facility in Lansing, Michigan, marking another major expansion of its North American manufacturing network. The 226-acre facility officially began…
Why Power, Cooling, Generators, and Energy Storage Are Becoming Critical AI Infrastructure 📰 iAtlas Daily #38 | August 2026 📰 What Happened? The AI boom is creating an unexpected group of winners. Not only NVIDIA, semiconductor manufacturers, and cloud companies. Traditional industrial companies are increasingly benefiting as the rapid construction of AI data centers creates…
Why EV Battery Capacity Is Shifting Toward the Fast-Growing ESS Market 📰 iAtlas Daily #37 | August 2026 📰 What Happened? The global battery industry’s shift toward energy storage is becoming increasingly visible in actual manufacturing decisions. On August 11, Samsung SDI announced that it would terminate its battery joint venture with General Motors and…