Day six of the government shutdown and Washington’s frozen, but Silicon Valley’s on fire. Kala breaks down OpenAI’s massive new AMD deal, Jony Ive’s screen-free AI gadget that’s already hitting roadblocks, and Elon Musk’s xAI “Colossus 2” power-hungry buildout in Memphis. Plus: Intel’s cash hunt, Micron and Broadcom’s next moves, Tesla’s teased car reveal, and why the Pentagon’s missile orders are putting Lockheed Martin and RTX back in focus. Markets are up a few tenths, but the real action’s underground—in chips, grids, and data centers.
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