AI Nuclear Power Deals 2026: The 9.8 GW Map
A deal-by-deal map of AI nuclear power deals 2026: 9.8 GW committed…
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GPU Depreciation 2026: The $176B Earnings Question
GPU depreciation 2026 is the AI boom's biggest accounting fight: 5-6 year…
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AI Data Center Power: The 2026-2030 Grid Crunch
AI data center power demand is on track to nearly double by…
23 Min Read
Big Tech AI Capex in 2026: The $725 Billion Breakdown
Big tech AI capex is set to hit roughly $725 billion in…
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The AI Bubble Argument Gets Half the Story Wrong
I think the AI bubble argument is directionally right about one thing…
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