The Desert Fabs That Can't Cool Themselves
The Cassandra Files
- Published
- October 12, 2026
- Duration
- 14:22
- Summary source
- description
- Last updated
- Oct 25, 2026
Discusses ai.
Summary
This episode is AI-generated. Content warning: discusses death/grief. THE FILE The date is 12 October 2026. The archive opens on a multi-billion dollar mirage in the Arizona desert. Foxconn and TSMC are pouring capital into massive fabrication plants that cannot secure the ultra-pure helium required to cool them. We are tracking the stranded assets of the…
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Show notes
This episode is AI-generated. Content warning: discusses death/grief. THE FILE The date is 12 October 2026. The archive opens on a multi-billion dollar mirage in the Arizona desert. Foxconn and TSMC are pouring capital into massive fabrication plants that cannot secure the ultra-pure helium required to cool them. We are tracking the stranded assets of the silicon age. THE THEME Welcome to Multipolar Supply. The "China Plus One" strategy was supposed to buy institutional armor against geopolitica
Themes
- ai