AI
The Billion-Dollar Question Hanging Over the AI Boom
The magnitude is hard to comprehend in human terms when you walk into any big data center campus that is now under construction, whether it’s the enormous, unassuming…
Microsoft
AI
The Collapse of the AI Hype Trade
Big promises have always been the lifeblood of Silicon Valley. Every new age, from the early internet boom to the social media revolutions, comes with the expectation that…
Investment
The Stock Market’s Most Crowded Trade , Mega-Cap AI
On Wednesday afternoon, the trading desk at a brokerage in Midtown Manhattan became abnormally quiet as the S&P 500 briefly touched 7,002. Green light glowed on screens. The…
Fintech
Silicon Valley’s Biggest Companies Are Preparing for Something Big
In Silicon Valley, where new ideas and money-making goals collide, something big is quietly coming together. The big tech companies, like Meta, Microsoft, Google, Amazon, and Apple, are…