Inside the Balance-Sheet Play Fueling AI Chip Dominance
What Changed and Why It Matters The AI boom isn’t just a model race. It’s a balance-sheet race. Capital is flooding into AI infrastructure—GPUs, HBM memory, high-speed networking, and power.…
Stacked AI Rounds: Scarcity Signal or the Next Big Bubble Risk?
What Changed and Why It Matters AI funding is accelerating as public market signals turn cautious. Reuters notes rising bubble concerns with valuation gauges flashing hotter than the dot-com era.…