AI’s 10‑GW bet: why power—not parameters—is the new moat in AI
What Changed and Why It Matters The AI race is shifting from parameters to power. Reports across industry, legal, and investor notes point to a new bottleneck: electricity and the…
AI’s funding flood is warping term sheets and strategy
What Changed and Why It Matters AI infrastructure spend hit escape velocity. Hyperscalers are tapping corporate debt to finance data centers, chips, and power—at historic scale. Bond markets feel the…
Inside SpaceX’s Orbital Data Center Bet—and What It Signals for AI
What Changed and Why It Matters SpaceX has proposed a megaconstellation of solar-powered “orbital data centers.” Reports say the company filed with the FCC to authorize up to one million…