Elon Musk Is Building the Anti-TSMC
Terafab is not just another chip factory.
Tech Economics
Identifying tomorrow’s tech giants before they become obvious — by investing in the technologies shaping the future of humanity.
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The Factory Behind Every AI Model
Last week, the European Union officially opened bidding to build up to seven AI Gigafactories across the continent.
Europe’s €30 Billion AI Gamble
On July 30, Europe formally opened bidding for one of the largest technology infrastructure projects in its history.
Nvidia Is Becoming the Bank of AI
For decades, the Portsmouth site in Piketon, Ohio, enriched uranium for the United States.
AI Is Running Out of Storage
AI’s next shortage may not be chips.
The $145 Billion Question
For the past three years, the technology industry has mostly rewarded one thing: spending more.
CoreWeave Borrowed at 5.9% and 9.75% in the Same Month. The Difference Is the Entire AI Infrastructure Trade
In a nine-week window this spring, the credit market assigned four different prices to the same company.
Meta Wants to Sell Cloud — And the Market Cheered the Wrong Signal
On July 1, Bloomberg reported that Meta is preparing to rent AI computing power to outside customers.
The Quantum Trap: How to Own the Decade's Biggest Tech Bet Without Getting Wiped Out
There is a company in the quantum computing sector that generated about $7 million in revenue last year.
The End of Venture Capital
Here’s the paradox that should be keeping every institutional investor awake at night.