Data Centers: The Trillion-Dollar Build-Out Investors Can't Ignore
​Global data center capacity set to nearly double by 2030, with power constraints posing key risks as electricity demand also doubles. Hyperscalers...
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This Week in AI (Jun 29-Jul 5): Fable 5 Returns After GPT-5.6 Preview; Meta Sells Compute
This week in AI: Fable 5 returned after GPT-5.6 preview; Meta may sell excess compute; Anthropic led OpenRouter revenue at 58.4%.
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AI: The End Of "Tokenmaxxing" And What It Means for Semis
Notable shifts are occurring in the AI space as customers begin to end a practice known as tokenmaxxing and migrating toward token cost efficiency.
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Overview #67 - Thin Air
A review of recent events/data impacting our investment themes and outlook. We look at the recent market action in the US as well as clues as to...
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THE AI GOLD RUSH: Hyperscalers and Enablers
In the AI takeover of global markets, enablers are beating hyperscalers by an ever-widening margin. Hyperscalers' unprecedented capex is fueling...
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