hyperscaler capex

AI The AI spending arms race is quietly ending the era of Big Tech buybacks

5 min 818 views

AI NextEra Energy is becoming the infrastructure layer that powers the AI economy

5 min 931 views

AI Bond markets are absorbing $570 billion in AI debt and nobody knows if the revenue will arrive

5 min 660 views

AI New research finds AI data center water fears are outrunning the actual science

5 min 1.7K views

ENTREPRENEURSHIP Goldman's 8,000 call says Wall Street still trusts the AI trade

5 min 445 views

AI Big Tech's $725 billion AI spending wave is turning free cash flow into a distant memory

4 min 1.2K views