While AI stocks grab headlines, a quiet revolution in power infrastructure is delivering even stronger returns. The companies supplying electricity to data centers are emerging as the real winners in the AI boom, with one ETF handily beating the market.
OpenAI CEO Sam Altman brushed off questions about how his company can justify $1.4 trillion in spending commitments against billions in revenue. The dismissive response masks a dangerous financial reality that could reshape the entire AI industry.
Microsoft’s $9.7 billion deal with a former bitcoin mining company highlights the extreme measures tech giants are taking to secure AI infrastructure. The partnership reveals both the desperation for GPU capacity and the inherent risks of betting on unconventional suppliers.
The pharmaceutical industry stands at a critical juncture as AI promises to revolutionize drug development. But separating genuine innovation from AI hype requires understanding the complex interplay between computational power and biological expertise that defines successful implementation.
With $13 billion in annual technology spending and 59 million digital users, Bank of America’s approach to AI offers a masterclass in enterprise-scale implementation. The bank’s secret weapon? Starting with customer pain points, not technology solutions.
OpenAI’s Sora 2 reached one million downloads within five days, signaling a massive shift toward AI-generated video. But are we prepared for the creative, ethical, and societal implications of this technology?
The explosive growth of AI is creating an unprecedented power crisis. Data centers now consume enough electricity to power entire cities, driving up consumer costs and overwhelming local infrastructure.
Google’s parent company Alphabet is tapping European debt markets for €3 billion to fuel its AI expansion. This marks the second major bond offering this year as the company dramatically increases capital spending.
Zscaler’s acquisition of SPLX marks a strategic pivot toward AI security dominance. This move positions the zero-trust leader to capitalize on the massive emerging market for protecting generative AI systems and autonomous agents.
Cisco’s $2B AI order pipeline signals deeper transformation beyond networking hardware. The company’s Silicon One architecture and campus refresh cycle position it for sustained infrastructure dominance in the AI era.
