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AI’s Growth Faces a Low-Tech Challenge

With lofty valuations in AI-related stocks, it’s understandable that investors are on edge about anything that might go wrong. Recently, concerns have centered on the ability to bring new AI data centers online at the volume AI providers…

The AI Energy Grid and the Coming Debt Trap

The AI revolution has finally slammed into its hard constraint — physics. For all the digital bravado, every line of code and neural net ultimately boils down to electrons and credit. Silicon can scale infinitely; the grid cannot. We’ve…