Business
Vertiv (VRT): Dominating Power & Thermal management of the AI Factory. Data centers need cooling and Vertiv is a major player in the cooling business with impressive breadth of expertise and deep collaboration with Nvidia.
Protein-in-Everything Craze Has a Problem: Not Enough Whey Protein. Consumer preference for protein has shown no signs of abating. Everything from food, soda to snacks all has whey protein included nowadays; which brings us to the problem at hand: supply is outweighed by demand and whey protein keeps getting more expensive. Whey is a by-product of the cheese-making process. Cheese products do want to take advantage of this trend and invest in equipment to make whey. But the process takes time. Unless consumer taste changes suddenly, the price of whey protein is expected to remain elevated. And that will just add to inflation concerns.
The War of Light Has Begun. The author is kind enough to make this article free. I find his technical understanding and the ability to break it down in laymen’s terms impressive. If you are interested in co-packaged optics (CPO), these articles (CPO Part 1, CPO Part 2 and CPO Final) are also free.
Tide Already Dominates Detergent. Why Is P&G Pushing a New Version? P&G doesn’t rest on its laurels. The company already owns 60% of the detergent market in the US, with Tide leading the way. But the company still launched a new form of detergent called Tide Evo, which took more than 10 years since the idea was conceived to bring to market. It’s mind-blowing how something as small as detergent is that complex.
United Airlines Is Working To End The Worst Part Of International Connections: Rechecking Bags In The U.S. If United pulls this off, given the network of international routes they already have, they will be the undisputed #1 US airline.
Other Stuff I Find Interesting And So May You
Trump Is Tired of Arming Allies. This Country Is Stepping Up. I did not know that South Korea has emerged to be a major arms seller.
In Arkansas, a Fast-Growing Museum Anchors an Unusual Campus. This is one of the better ways that people can use their wealth to further the public interest. Having a state-of-the-art museum filled with American arts that span five centuries, connected to health centers and bike trail and free to visit is just amazing.
Inside the Giant Kitchen Feeding 100,000 Airline Passengers a Day. It is nothing short of a miracle to prepare food for hundreds of passengers while being stuck in a space-limited machine flying high in a sky.
Stats
Cottage cheese sales reached $2 billion in 2025, an increase of 82% since 2022
Minh Quang Duong 
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