Why AI’s Power Appetite Is Creating a New Investment Supercycle
The artificial intelligence revolution is entering a new phase where the biggest investment opportunities may no longer exist only inside software companies. AI infrastructure investment is becoming a defining theme of global capital markets as artificial intelligence systems demand unprecedented computing capacity, electricity supply, and physical infrastructure. The rapid expansion of AI data centers is […]
Why Governments Are Competing for Data Centers, Not Factories
Data center investment has become one of the defining battlegrounds of modern economic policy. Within a remarkably short period, governments have shifted their attention from attracting traditional manufacturing plants to competing for hyperscale computing facilities that power artificial intelligence, cloud computing, and the broader digital economy. What was once viewed as back-end technology infrastructure is […]
