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Why AI’s Data Center Economics Don’t Work

Why AI’s Data Center Economics Don’t Work

Our analysis of IBM CEO Arvind Krishna’s recent warning on AI’s data center economics.

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AI dot-com Unicorns Bubble

AI dot-com Unicorns Bubble

Valuations vs. Reality

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The AI $100K Club

The AI $100K Club

How Emerging Businesses Cross the Six-Figure Monthly Threshold. An in-depth analysis.

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The $300 Billion AI Build-Out: Power, Productivity, and the Next Financial Super-Cycle

The $300 Billion AI Build-Out: Power, Productivity, and the Next Financial Super-Cycle

Amazon, Microsoft, and Google will spend over $270B on AI infrastructure in 2025. Data-center electricity demand is set to double by 2030, while banks eye a once-in-a-generation project-finance cycle.

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From Steam Engines to GPT-5

From Steam Engines to GPT-5

How Technological Shifts Rewrite Economic Power

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The AI Gold Rush

The AI Gold Rush

Why the Next 12 Months Will Decide the Winners and Losers

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The Hidden Costs of the AI Boom

The Hidden Costs of the AI Boom

Regulation, Energy, and the Battle for Compute

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