CXMT's $10B Shanghai IPO takes on the Samsung/SK Hynix/Micron DRAM oligopoly. TSMC posts a record Q2. The White House expands its AI Ratepayer Pledge as PJM adds $6.3B in power costs. Plus: CMMC Phase II suspended and new reporting on Iran's SS7-based tracking of US troops. Today's Techstrong Gang panel: Alan Shimel, Jon Swartz, Mike Vizard, Jiewen Wang, Jack Gold.