AI Meets Data Centers: the $2.5B push to own the full stack
What Changed and Why It Matters AI infrastructure is going vertical. Compute, energy, cooling, data, and services are merging. In the past week of reports and commentary, one pattern stood…
Why Middle East money is backing China’s looming AI IPO wave
What Changed and Why It Matters Gulf capital is moving from passive LP to active kingmaker in AI. The Middle East is now a financing hub, a compute hub, and…
Why founders are betting on Houston for applied AI in heavy industry
What Changed and Why It Matters Houston is quietly pivoting from energy capital to applied AI capital for heavy industry. The city’s edge comes from deep industrial clusters, cheap and…