Firmus

Connections

Each line is a relationship Brain Rot Report drew in a specific piece, in that piece's words.

• Terafab

  Nvidia is simultaneously funding AI infrastructure in Asia and domestic chip production, a classic sovereign hedge

  Source piece →
• Terafab

  Same capital moment, two hemispheres: the bet is not on who wins the chip war but that fragmentation itself is durable

  Source piece →

Coverage

• Terafab, Firmus, and the Chip Nationalism Race Apr 7, 2026
• The $5.5B Data Center and the Southgate Question Apr 7, 2026