Matt Garman’s $220 billion bet proves compute is industrial powerAWS plans to pour hundreds of billions into data centers, running straight into physical grid limits that require American energy production rather than regulatory obstruction.By Grant Colby · October 8, 2026
Tech Progress Shifts From Engineering Limits to Capital ConstraintsInnovation's next frontier may not be computational power, but economic incentive.By Nikhil Raghavan · August 25, 2026
AI Demand Forces Compute Overhaul, Defying Traditional Economic ModelsDespite hype cycles, overwhelming industrial demand for processing power suggests a fundamental shift in global IT infrastructure.By Ray Dombrowski · July 31, 2026
Why Amazon (AMZN) Stock Is Jumping 10% Despite a Massive AI Capex HikeWhen I read the reports detailing Amazon’s latest financial performance, one is struck by the sheer scale of it all. $220 billion.By Caroline Ashford · July 31, 2026