We don’t need more power plants. We need a new electricity system.
Big Tech keeps pouring billions into AI infrastructure as Google, Meta, and Microsoft boost spending despite talk of an AI ...
We all know that insiders often step up when prices are down. History is full of those moments: March 2009, March 2020, ...
Meta and Microsoft said they planned to spend even more on AI in 2026, and fears of a bubble keep mounting.
Discover key insights new research on the AI capex boom. Learn why historic infrastructure spending often leads to poor stock returns, the risks facing Big Tech’s “Magnificent 7,” and how investors ...