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Freda Duan estimates XAI Colossus 1 has ~$6B annual rent. Colossus 2 is leasing roughly one-third of its total compute capacity to $Anthropic. I am extending the analysis to rentin...
The AI build-out, including data centres and supporting infrastructure, is creating one of the largest financing opportunities in modern markets. Yet investors must navigate growin...
The AI ROI debate has returned and the numbers are even bigger, as are, perhaps, the consequences.
Firms everywhere are searching for ways to seize first-mover advantages, or at least prevent competitors' AI use from becoming disruptive.
The rush to deploy agentic AI is creating risks many buyers are not yet pricing into transactions
Artificial intelligence is getting expensive – and companies are starting to rethink their embrace of the disruptive technology. Playing by a well-worn Silicon Valley playbook, AI...
There is no AI you can use for ethical reasons. They are all infringing copyright, destroying the environment and are just the lastest in a long line of tech-bro Ponzi schemes that...
The excitement engulfing AI has been focused on equity markets, with the likes of the Nasdaq hitting multiple fresh highs over the past 12 months.
What is AI cryptocurrency? This is a question many people ask as the worlds of artificial intelligence and blockchain continue to converge. Unlike Bitcoin, which primarily serves a...
AI will reshape every layer of how financial institutions operate, compete, and serve clients.
I remember the dot-com bubble that burst in 2000. I worked for a company then that lost 95% of it’s value in weeks. The AI hype is exactly the same and that will burst as well. The...
As artificial intelligence (AI) use ramps up by many companies, some are reportedly facing sticker shock as they run out of AI 'tokens,' which can lead to extra costs.
Large exchanges are designing derivative products around AI tokens, which are increasingly being considered less a computational output and more a raw material input, like electric...
There’s vast divergence of opinion on how useful AI systems, particularly LLMs (Large Language Models), are for our society. Some claim they bring us a massive leap forward and are...
Welcome to the future of technology integration in business with AI Models as a Service (AIMaaS)—a revolutionary approach transforming industries by making advanced artificial inte...
Asset managers weigh in on the prospect of a token futures market, chips, and other inputs as AI displaces labour
AI hubs could use as much electricity as all homes in Victoria by 2030, the Climate Council report claims.
(Source: Reply.io) I am using AI extensively. Just put AI into the search box and you will get all the blogs that explicitly mention it. Every time that I use the technology, I sp...
AIVA, an AI-native mobility brand, was officially unveiled in Beijing on 9 June 2026.
Take OpenAI, which is currently valued at roughly 40 times sales despite generating about $20 billion in annual revenue and still remaining unprofitable. In fact, estimates suggest...
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