Shrinking snowpack, falling reservoirs and surging AI data center demand are straining the power grid across the western United States. Western US snowpack sat at half its historic median this spring, ...
Michael Burry says hyperscalers understate GPU depreciation by $176 billion through 2028, a fight that just collided with a fresh AI stock selloff. Investor Michael Burry argues hyperscalers ...
Private equity is sitting on thousands of unsold companies bought at high valuations, and it is the smaller ones that remain stuck. US private equity firms are sitting on 13,325 unsold companies, and ...
Nvidia's non-hyperscaler customers now rival Big Tech in revenue, growing 138% year over year and reshaping what the AI buildout depends on. Nvidia's AI Cloud, Industrial and Enterprise revenue hit ...
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