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Capex & corporate spending
Hyperscaler and corporate AI capital expenditure: quarterly spend, guidance, GPU order books, what share of announced capex is deployed.
Venture, sovereign & project finance
Startup rounds, datacenter project finance and GPU-backed debt, sovereign AI funds and national compute programs.
Public markets & the AI trade
AI-exposed public companies as investments, earnings, IPOs, the bubble-or-not debate. Informational only, never advice.
Policy, geopolitics & China
AI regulation and executive actions, antitrust, export controls, US-China competition (labs, chips, robots, reactors), Taiwan risk.
Latest in Capital & Power
The White House Accord on Super Intelligence
The artificial intelligence industry is rapidly transitioning from model-centric development to infrastructure-driven, physical-world scaling, where regulatory focus is shifting toward data center access, energy grids, and national security. While industry leaders debate safety accords, compute econ
The Infrastructure Battleground: Compute, Power, and Capital Intensity
The artificial intelligence and autonomous systems industry is rapidly transitioning from model capability breakthroughs to massive physical infrastructure deployments, where control over compute clusters, high-speed connectivity, and energy networks dictates market dominance. As frontier AI labs na
Public markets & the AI trade - 2026-W40
The overarching storyline of this week is the profound, accelerating transition of the AI trade from a digital-first software phenomenon into a massive, capital-intensive "physicality" play. For much of 2023 and 2024, th
Policy, geopolitics & China - 2026-W40
The central narrative of this week’s developments is a profound, structural shift in the AI competition: the transition from a race defined by software and algorithmic brilliance to one defined by the "materiality" of in