The AI Boom Is Running Into a Wall — And Nuclear Power Could Break Through It
Artificial intelligence may live in the cloud, but the infrastructure supporting it is becoming impossible to ignore… Every prompt, generated image, automated report, and AI-assisted discovery ultimately runs through a physical data center filled with processors that...
The New Faces of National Defense
For decades, investing in defense meant buying shares of companies that built fighter jets, aircraft carriers, tanks, missiles, and submarines. And that made perfect sense because those were the...
The Data Centers AI Forgot
Technology companies want them. Governments want them. Real estate developers want them. Utilities want them and the business that comes with them. Investors want a piece of whatever company...
The Data Center Trade Most Investors Are Missing
When most investors think about the future of artificial intelligence, they picture the same thing… A massive data center campus. Endless rows of servers. Miles of cable. Huge substations. Dedicated...
Past Featured Articles
The AI Boom Is Running Into a Wall — And Nuclear Power Could Break Through It
Artificial intelligence may live in the cloud, but the infrastructure supporting it is becoming impossible to ignore… Every prompt, generated image, automated report, and AI-assisted discovery ultimately runs through a physical data center filled with processors that...
The New Faces of National Defense
For decades, investing in defense meant buying shares of companies that built fighter jets, aircraft carriers, tanks, missiles, and submarines. And that made perfect sense because those were the tools that defined modern warfare. America maintained the world’s...
The Data Centers AI Forgot
Technology companies want them. Governments want them. Real estate developers want them. Utilities want them and the business that comes with them. Investors want a piece of whatever company can supply the land, electricity, chips, cooling systems, cables,...
Older Post
The Real “Price Gougers”
When asked what she would do to deal with inflation during her failed presidential campaign, Vice-President Kamala Harris repeatedly talked about battling the bogeyman of price gouging — the idea that retailers jack up prices to pad their profits Now, never mind that...
A Caffeine Jolt for Starbucks
Oh how the mighty have fallen. Once the king of all coffee sellers, Starbucks has stumbled on hard times. In fact, the whole of 2024 had been pretty much a disaster for the company. The company reported a first quarter rise in revenue — but fell short of...