Musk’s AI revenue race eclipses Starlink; sovereignty is the real cost
The sheer scale of it is dizzying, isn’t it? $26.5 trillion for AI—a number so vast it makes the Atlantic feel manageable.
By Aoife Gallagher ·
goldman sachs — Lorien Times
Goldman Sachs and BlackRock show AI is infrastructure finance
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 ·
Jensen Huang pitches GPUs to Wall Street titans; it's pure finance
The whole thing stinks of financial engineering dressed up in silicon varnish.
By Ray Dombrowski ·
Intel’s $15B offering monetizes future promise and institutional debt
The air in Bologna is thick with the scent of old plaster and forgotten frescoes—a tangible history built layer by careful layer.
By Elena Rossi ·
On $100 Oil, Tech Titans Spend Hundreds of Billions Despite Negative Cash Flow
The Dow Jones Industrial Average fell 525 points on Thursday, mirroring a volatile global market that simultaneously digested skyrocketing energy costs and massive tech sector spending plans.
By Ray Dombrowski ·