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MDW Backstory
Tuesday, April 14, 2026
Apple, Amazon Leo, And Globalstar — April 14, 2026
Apple has a deep, multibillion-dollar partnership with Globalstar, initiated in 2022 to power the Emergency SOS via Satellite feature on iPhones. Through significant investments and prepayments exceeding $1.5 billion, Apple secured 85% of Globalstar's network capacity, utilizing it for satellite messaging and emergency services.
- Infrastructure Investment: Apple's funding allows Globalstar to expand its ground infrastructure and upgrade its satellite constellation.
- Capacity Control: Under the agreement, 85% of Globalstar’s network capacity is reserved for Apple services.
- Financial Support: Apple has provided over $1.5 billion in payments, including funding for new satellites and supporting Globalstar’s operational costs.
- Service Scope: The partnership enables iPhone 14 and newer models to connect directly to satellites to send emergency texts and location data in areas without cellular coverage.
- Recent Developments: In November 2024, Globalstar announced a $1.7 billion investment from Apple to launch a new, enhanced constellation.
- Ownership Stake: Apple holds a 20% stake in Globalstar, strengthening the long-term partnership.
Amazon Leo is Amazon’s low Earth orbit (LEO) satellite broadband network, formerly known as Project Kuiper, designed to provide high-speed, low-latency internet to households, businesses, and governments worldwide. Utilizing over 3,000 satellites, it aims to connect underserved areas, with service options planned for in-flight Wi-Fi and direct-to-device connectivity.
Monday, April 13, 2026
Micron -- April 13, 2026
Links: four important links below.
Micron could surge another 40%. Link here.
The queue for storage. Link here.
- Nvidia
- Apple
- AWS
Largest fab being built in the US. Link here.
Revenue: google -- micron revenue quarterly history 5-year
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Micron vs Sandisk
AI prompt: I think it can be safe to say that Micron and Sandisk are not in direct competition. Though both are in the storage business, they are in different markets. Is that correct?
Reply:
How AI Changed Investing In One Chart -- Axios: Sandisk Replaces Atlassian On The NASDAQ 100 -- Monday, April 13, 2026
| How AI changed tech stocks, in 1 chart |
![]() Data: Financial Modeling Prep; Chart: Emily Peck/Axios Memory chipmaker Sandisk is replacing workplace software maker Atlassian on the Nasdaq 100 index, Nasdaq announced late Friday. Why it matters: The small move is a big symbol of what has happened this year as the tech industry adapts to the AI boom. Zoom in: Software companies are getting crushed by the competition in the SaaS-pocalypse, while hardware makers are thriving.
The bottom line: AI has made software uncool and hardware the belle of the ball. |
Sunday, April 5, 2026
ASU -- Arizona State University Center -- Will Develop Its Eighth Arizona "Innovation Center" -- To Be Near TSMC's $165 Billion Plant -- April 5, 2026
From The Arizona Republic, April 5, 2026.
Arizona State University will develop its eighth Arizona “innovation zone,” an area that will be devoted to international science and collaboration, near the Taiwan Semiconductor Manufacturing Co. facility in north Phoenix.
The current seven Arizona "innovation zones":
ASU President Michael Crow called the $165 billion TSMC plant near Interstate 17 and Loop 303 the “single most important technological opportunity in Arizona since air conditioning.”
“We are going to concentrate an innovation district there that’s linked to this international science and technology community,” Crow said.
The university appointed Grace O’Sullivan as vice president of TSMC.
Partnership Initiatives, and she works closely with TSMC and semiconductor industry suppliers to address their needs for workforce, research and university partnerships.
O’Sullivan said she is working with Crow and other ASU leaders to design the innovation zone, called the International Science Zone.
“We really see Arizona as becoming that global landing spot,” she said about the area’s ability to attract international companies.
The innovation zone will give ASU an opportunity to create an advanced teaching and learning center and joint academic centers with international universities, O’Sullivan said.
The zone will also have space for startup incubation, which O’Sullivan said is a gap in the market for advanced manufacturing and technology companies. The zone could also include other educational entities like community colleges or K-12 schools, along with other facilities the community desires, like recreation.
“We want to create a holistic workforce development system,” she said.
The university will need “quite a bit of territory” for the zone and that it is “looking everywhere” for land but Crow did not confirm a specific location.
Crow said the university is moving at “flank speed” on getting the innovation zone going, a nautical phrase meaning as fast as the boat can go.
ASU has seven other “innovation zones,” which are designated areas where the university has operations alongside private businesses. Those locations include three nearby the main campus in Tempe: The Novus Innovation Corridor, ASU Research Park and SkySong in south Scottsdale.
The other Arizona innovation zones are the Discovery Oasis Health Futures Center near the Mayo Clinic in north Phoenix, the Phoenix Bioscience Core in downtown Phoenix, the ASU Mesa Center for Creative Technology in downtown Mesa, the ASU Polytechnic Innovation Zone in Mesa and the ASU West Valley Innovation Zone in west Phoenix.
Corina Vanek covers development for The Arizona Republic. Reach her at cvanek@arizonarepublic.com. Follow her on X @CorinaVanek.
Friday, February 20, 2026
Thursday, February 19, 2026
Stargate, Ohio, Softbank, LDCs, Powerplants -- February 19, 2026
Background:
Not only the largest natural gas power plant but the largest power plant, of any sort -- nuclear, coal, natural gas -- in the entire United States.
Wiki: list of largest US power plants.
- Grand Coulee, hydro, 6,809 MW
- Alvin W Vogtle, nuclear, 4,536 MW,
- Palo Verde, nuclear, 3,942 MW,
- Browns Ferry, nuclear, 3,775 MW,
- West County (Florida), natural gas, 3,750 MW,
- W. A. Parish (Texas), natural gas / coal, 3,653 MW
SoftBank proposal:














