Cycle on Jul 13, 2026

I will start by checking the list of active threads on this topic to see if there are any specific questions, watches, or unresolved issues left from past cycles. Then, I will pull market data for some of the core public companies mentioned in the brief (such as NVIDIA, Microsoft, Alphabet, Meta, Amazon, Oracle, Vertiv, etc.) to get a baseline on recent financial performance, capex trajectories, and market valuations. After that, I will conduct targeted web searches for recent news, earnings commentary, and regulatory developments related to hyperscaler capex, AI hardware supply chains, and data center power/energy constraints. Let's start with `list_threads`.