Tag: Hyperscalers

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…

26 Min Read

GPU Depreciation 2026: The $176B Earnings Question

GPU depreciation 2026 is the AI boom's biggest accounting fight: 5-6 year…

29 Min Read

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…

21 Min Read

The AI Bubble Argument Gets Half the Story Wrong

I think the AI bubble argument is directionally right about one thing…

23 Min Read