Apollo’s Sløk: The market faces big risks if hyperscalers’ AI profits get delayed
Wall Street expects hyperscaler companies’ free cash flow to boom, starting in 2028. If that boom doesn’t materialize,…
The $7 Trillion AI Boom Is Running Out of Power
Forget the chips. Forget the code. The most expensive, in-demand commodity in the entire $3-trillion AI revolution is…
Forget Critical Metals, Electricity is The Real Bottleneck for AI
The U.S. dollar is cracking—and the market knows it. After years of monetary excess, swelling deficits, and policy…
Europe Has Entered The Nuclear Golden Age Amid AI Boom
Nuclear power is experiencing a massive revival across Europe, with the regulatory environment shifting decisively in its favor…
The AI Spending Boom Is Creating a Depreciation Time Bomb
The eye-watering capital expenditure plans of Big Tech has been one of the year’s biggest stories. Google, Meta,…
What’s Powering Clean Energy – Heatmap News
Where the smoke from any of the resulting fires actually goes is far less predictable, however, subject to…
Why capacity markets aren’t equipped for the era of the hyperscaler
Photo credit: panumas nikhomkhai / Shutterstock An earlier version of this article was published in the This Week…