AI infrastructure
Apple’s AI Gambit: Why Playing Kingmaker is Smarter Than Waging War
Apple is sidestepping the costly AI arms race. Discover its brilliant strategy to leverage partners like Google and OpenAI to dominate the next tech era.
The $10 Billion AI Dream on Hold: Why Oracle’s Michigan Mega-Project Is a Warning Sign for the Tech Industry
Oracle’s ambitious $10bn AI data center in Michigan is in limbo as funding talks stall, a warning sign of the financial pressures facing the AI industry.
Drax’s Power Play: Why an Energy Giant’s Move into Data Centres is a Game-Changer for Investors
Drax’s plan for a 100MW data centre is a strategic pivot, merging energy production with digital infrastructure and creating a new investment paradigm.
Oracle’s $15 Billion AI Gamble: Why Wall Street Flinched and What It Means for the Future of Tech
Oracle is spending billions on AI, and its stock is falling. We dive into why this bold move has Wall Street worried and what it means for tech’s future.
The New Titans of Capital: Is Private Equity Coming for Your 401(k) While AI Builds a $100 Billion Empire?
Your 401(k) may soon include risky private equity, while Big Tech seeks $100B for an AI empire. Explore the two biggest shifts in modern finance.
The AI Gold Rush: Why ‘Bragawatts’ Are Fool’s Gold for Tech Investors
The AI gold rush is on, but focusing on ‘bragawatts’ of power is a trap. Discover where the real, long-term value in AI infrastructure lies.
The Day the Internet Stood Still: Deconstructing the AWS Outage and Our Digital Future
A major AWS outage impacted over 1,000 companies, revealing the fragility of our centralized internet. We deconstruct the cause and its future implications.
OpenAI’s Trillion-Dollar Gambit: Why Its Massive Chip Deal with Broadcom is Reshaping the Future of AI
OpenAI’s massive deal with Broadcom for custom AI chips signals a new era where controlling the hardware is as crucial as designing the AI software.