Late Starter AI·Oct 19Microsoft Just Walked Away From an Essex Data Centre. Here’s What That Tells Investors About AIThe scarce thing in AI might not be software. It might be electricity.
martino.agostini·Oct 7As Europe Expands AI Data Centres, It May Be Time to Rethink the Energy-System QuestionEurope’s ambition to expand artificial intelligence infrastructure may need to be considered alongside an equally consequential…
Dibeesh KS·Oct 5The AI Race Is No Longer Just About Models. It’s About Energy, Chips, and Infrastructure.AI competition is changing faster than many people realize.
Harris·Sep 10The AI Risk Almost No One Is Pricing🤖How SPVs, private credit and securitisation connected your pension to the data centre build-out
Gagandeep Singh·Sep 3DATA Centres Backlash: The First Signs of Citizen Revolt across the Globe?Introduction