There is a potential '2008 real estate' analogy in AI infrastructure. Hyperscalers and neo-clouds have built data centers based on promises of future compute purchases, creating a credit-like structure tied to tenants whose long-term profitability is uncertain.
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We are raising a generation of children who are growing up with AI and smart toys, and they tend to see these devices not as virtual assistants or technology, but as friends, distinct beings with a mind, a will and a soul.
TED
The United States is in the middle of an energy transformation, and natural gas sits at the center of it. The same fuel that was supposed to be a bridge to renewables is now being called upon to power the AI revolution, sustain manufacturing reshoring, and keep the lights on as coal retires faster than alternatives can replace it.
Invest Like the Best with Patrick O'Shaughnessy
The big story here is not necessarily Chinese models versus American models. I think the big story here is open source versus closed source. The big labs, they don't have anything that the open source labs don't have.
The Week