Technology ↓ Negative 🔥 8/10 1 month ago Big Tech’s AI Datacenter Investments Might Be In Big Trouble Chinese open models like GLM-5.2 and DeepSeek-V4 now rival frontier AI at a fraction of the cost, and that could strand the data center bet... 3 min read
AI 1 month ago GPUs Are Becoming The New Infrastructure Asset Class The AI economy is no longer being built only with software. It is increasingly being built with physical capacity. 2 min read
Technology 2 weeks ago Why Infrastructure Planning Needs A New Playbook For AI Infrastructure strategy used to be about optimizing around known variables. Today, it is about making sound decisions in the face of uncerta... 3 min read
Climate 4 weeks ago Business Leaders Concerned About ‘Disorderly Climate Transition’ Business leaders see sustainability as a source competitiveness but are still concerned about the risks of a ‘disorderly climate transition’... 2 min read