The semiconductor industry is entering the most capex intensive decade in its history. Data centers, EVs, and humanoid robots have pushed chips from a cyclical tech category into strategic infrastructure, yet the market still pricesRead More »Semiconductors, Humanoids, and the Next $300B AI Hardware Leg
How the next trillion dollar compute expansion is reshaping global energy markets. The Energy Hunger of Artificial Intelligence AI’s growth has become the most energy intensive technological shift since the invention of the semiconductor. EachRead More »Powering the AI Era: Nuclear, Solar, Batteries, and Natural Gas
AI Infrastructure The Backbone of the Intelligence Boom Why AI Infrastructure Is the Real Arms Race While ChatGPT and humanoid robots dominate headlines, a quieter revolution is underway beneath the surface, the race to build,Read More »AI’s Hidden Battlefield: Data Centers, Power, and the Race to Scale Compute