It is always the periphery that feels the squeeze first. We are told this AI boom—this colossal race to build computational gods—is merely an investment cycle, a necessary cost of progress.
By Aoife Gallagher ·
The sheer magnitude of the capital being discussed—$500 billion, and potentially more—is not a technological achievement; it is an economic one.
By Dana Whitfield ·
The whole thing stinks of financial engineering dressed up in silicon varnish.
By Ray Dombrowski ·
BlackRock analysis suggests AI is driving a massive, physical revaluation of capital into foundational compute and hardware infrastructure.
By Ray Dombrowski ·