Nvidia's engine runs on too few hands: Amazon and Google dependency
The numbers coming out of Nvidia are staggering—$92 billion expected revenue for the quarter, according to Euronews’ analysis.
By Grant Colby ·
hyperscalers — Lorien Times
AI Boom's True Cost: Why Hardware Spending Trumps Intelligence
The next phase of tech growth suggests market power will shift from differentiated products to commoditized infrastructure and scale.
By Ray Dombrowski ·
Lasers and AI Data Centers: The Physics of Speculative Profit
As global connectivity shifts from copper to optics at massive scale, the promise of immense wealth is built on fundamental technological necessity.
By Maya Ellison ·