AI Infrastructure
The Hundred Billion Dollar Question: Is Big Tech Building AI’s Future on an Outdated Blueprint?
The AI arms race is driving a $100bn data center boom, but experts argue a smaller, more efficient approach may offer smarter investment opportunities.
The $95 Billion Tsunami: Why Corporate America is Rushing to Borrow in an AI-Fueled Debt Frenzy
A record $95bn week in corporate bonds signals a new AI-fueled arms race, as companies rush to fund the future before an expected debt market glut.
Nvidia’s High-Stakes Game: The Billion-Dollar Scramble for AI Dominance in Asia
Nvidia’s AI chip dominance faces a geopolitical test in Asia, as US sanctions on China reshape the flow of capital and spark a multi-billion dollar race.
The Phoenix of Finland: How Nokia Rose from the Ashes to Power the AI Revolution
From mobile phone giant to AI infrastructure powerhouse, discover Nokia’s incredible reinvention and its landmark partnership with Nvidia.
The $4 Billion Handshake: Why SoftBank’s AI Data Center Deal is the Real Foundation of the AI Revolution
SoftBank’s $4bn AI data center deal with DigitalBridge signals a massive shift. Discover why the future of AI is physical, not just digital.
Powering the Dragon’s Brain: The Nuclear Secret Behind China’s AI Investment Boom
While the world focuses on AI chips, China is securing its dominance with a massive nuclear power expansion—a critical, overlooked investment theme.
The AI Boom’s Dirty Secret: Why Data Centers Are Firing Up Jet Engines
The AI boom’s insatiable hunger for energy is causing multi-year grid delays. Discover why tech giants are now using jet engines to power data centers.
AI’s Shadow Bank: The $120 Billion Secret Fueling the Tech Revolution
Big Tech is quietly moving $120B in AI data center debt off its books. Discover the hidden financial engine behind the AI revolution.
ByteDance’s $23 Billion AI Gambit: More Than Just a Spending Spree, It’s a Declaration of War
ByteDance plans a $23bn AI spending spree to challenge US rivals, escalating the global tech arms race with massive investments in AI infrastructure.
The AI Revolution is Overheating: Are Showers and Baths the Answer for Data Centers?
The AI boom is causing data centers to overheat. Discover how innovative liquid cooling—like server “baths” and “showers”—is solving the problem.
The Geopolitical Gambit: How Tencent is Tapping Nvidia’s Elite AI Chips Through a Japanese Backdoor
A Japanese firm’s stock soars after a clever deal with Tencent to access Nvidia’s banned AI chips, revealing a new geopolitical and financial strategy.
AI’s New Power Grid: Why Malaysia and Arizona are Quietly Reshaping Global Tech
The AI boom is redrawing the global tech map. Discover why a data center surge in Malaysia and a chip mega-factory in Arizona are the new epicenters.