AI Infrastructure
From Drill Rigs to Data Racks: How Big Oil’s Titans Are Powering the AI Revolution
Oilfield service giants are pivoting to the data center market, using their expertise in power and cooling to solve AI’s biggest infrastructure challenges.
The Hidden Titans: Why Smart Money is Pouring into China’s AI Infrastructure
Investors are looking past tariffs, betting on the Chinese hardware companies that form the indispensable backbone of the global AI revolution.
The Hidden Fuse of the AI Revolution: Are We About to Run Out of Power?
The AI revolution is creating an unprecedented demand for electricity, threatening to outpace our power grid’s capacity and potentially halt tech innovation.
The Unseen Cost of AI: Why Your ChatGPT Prompt Is Sparking a Land War in Rural America
The AI boom’s insatiable demand for power is causing a backlash, as massive data centers clash with local communities over noise, resources, and land use.
The Trillion-Dollar Question: How AI is Reshaping Global Finance, from Seoul to Wall Street
From South Korea’s chip boom to Wall Street’s AI debt, we explore the powerful and risky financial engines driving the global artificial intelligence revolution.
The Atom and the Algorithm: Why Wall Street and Big Tech Are Betting on Nuclear to Power the AI Revolution
The AI boom has an insatiable energy appetite. Discover why Wall Street and Big Tech are betting on a new generation of nuclear reactors to power the future.
The AI Revolution is Hitting a Wall—And It’s Buried in a Queue
The AI revolution is hitting a physical wall. A massive queue to connect to the UK’s power grid, clogged by “zombie projects,” is throttling innovation.
The UK’s AI Dream is Stuck in an Analogue Queue
The UK’s AI ambitions are being throttled by a massive queue for grid connections, clogged by “zombie projects.” Here’s why fixing it is critical.
Beyond the AI Hype: The Silent Software Revolution You’re Missing
The AI hype is focused on LLMs, but a silent revolution in software infrastructure is where the real, long-term value is being created.
The Hidden Engine of AI: How Your Retirement Fund Is Quietly Building Silicon Valley’s Future
The AI boom is fueled by a surprising source: debt packaged and sold to pension funds. Your retirement savings may be building Silicon Valley’s data centers.
High Stakes, High Debt: Is Oracle’s AI Bet a Stroke of Genius or a House of Cards?
Oracle’s multi-billion-dollar bet on AI infrastructure has Wall Street worried. Is its high-debt, high-stakes strategy a visionary move or a reckless gamble?
Beyond the Chip: Why Electricity is the New Kingmaker in the AI Economy
The AI race isn’t just about silicon chips anymore. The real bottleneck is electricity, creating a new investment paradigm focused on energy and infrastructure.