Watch the boom get decoded

Week of 26 Oct

WHICH GATE IS IT? Call the AI bottleneck in 5 seconds

Week of 26 Oct

IF PACKAGING IS FULL, the AI chip sits as inventory

Week of 26 Oct

ONLY ONE COMPANY makes this machine. Its own report says so

Week of 26 Oct

THE LINE TO PLUG IN is bigger than everything already plugged in

Week of 26 Oct

4.4% OF AMERICA'S POWER already goes to data centres

Week of 19 Oct

NVIDIA guaranteed $105 billion of its customer's rent

Week of 19 Oct

3 CUSTOMERS paid 44% of Nvidia's sales. It won't say who

Week of 19 Oct

NVIDIA logs every dollar. It names nobody who paid

Week of 12 Oct

The US government paid Palantir $809m in three months

Week of 12 Oct

20 customers pay 40% of Palantir's revenue

Week of 12 Oct

Palantir reports no AI revenue figure. It says all of it is AI

Week of 5 Oct

Microsoft spent $35.8bn on building in one quarter. Almost a year of its AI number

Week of 5 Oct

Microsoft reports three businesses. None of them is called AI

Week of 5 Oct

Microsoft's $37bn AI number is not in its accounts

Week of 28 Sept

Broadcom builds no data centres and owes $67bn. Here is why

Week of 28 Sept

Broadcom spent $623m on factories last year. Meta spent $69.7bn

Week of 28 Sept

Broadcom says $20bn of AI sales. Its annual report never writes it down

Week of 21 Sept

Meta publishes no AI revenue figure. Here is what it publishes instead

Week of 21 Sept

Meta's sales rose 22%. Its free cash flow fell 15%

Week of 21 Sept

Meta spent $69,690,000,000 last year. On what, it will not say

Week of 14 Sept

Vertiv has $15bn of orders. Why that is not revenue

Week of 14 Sept

Vertiv: from burning $250m to $1.89bn of free cash flow in three years

Week of 14 Sept

Vertiv: what every AI data centre buys before a chip. Orders up 109%

Week of 7 Sept

One Company Could Use 23.7% of Taiwan's Electricity by 2030

Week of 7 Sept

A New AI Chip Takes 2 Years. Its Power Plant Takes Nearly 5.

Week of 7 Sept

Data Centres Already Use 4.4% of America's Electricity

Week of 31 Aug

One Chip Crosses More Than 70 Borders Before It Reaches You

Week of 31 Aug

Only One Company on Earth Makes the Machine That Prints an AI Chip

Week of 31 Aug

About 80% of the World's Purest Quartz Comes From One American Town

Week of 24 Aug

72 AI Companies, Tracked Free and Sourced Daily

Week of 24 Aug

One Company's AI Spending Tripled in Two Years

Week of 24 Aug

AI Data Centers Now Burn 1 in 23 Watts in America

Week of 17 Aug

S&P 500 Top Ten: 23% at the End of 2000, Nearly 41% in 2025

Week of 17 Aug

One Company Outweighs the Entire S&P 500 Energy Sector

Week of 17 Aug

36 Cents of Every S&P 500 Dollar Buys Ten Companies

Week of 10 Aug

Open AI models didn't get banned. They got out-scored.

Week of 10 Aug

Zero of the top 14 AI models can be downloaded

Week of 10 Aug

Alibaba called it open source. The download page is empty.

Week of 26 Oct

THE AI PLATFORM for Beginners and Pros: Over 425 Sourced Facts, 72 AI Companies

Week of 26 Oct

WHAT MONEY CAN'T BUY in the AI Boom: Power, Tools and Memory

Week of 19 Oct

Nvidia's Biggest Customers Have No Names. Here's What The Filing Shows

Week of 12 Oct

Palantir (PLTR): how to read a company that calls everything AI

Week of 5 Oct

Microsoft (MSFT): how to read a $37bn number nobody signed

Week of 28 Sept

Broadcom's $20bn AI number: said on the call, not signed in the accounts

Week of 21 Sept

Meta (META): $69.69bn of capex, and no AI revenue line at all

Week of 14 Sept

Vertiv (VRT): $15bn of orders, and no AI figure anywhere in the filing

Week of 7 Sept

Follow the Watt: The AI Bottleneck Moved From the Chip to the Socket

Week of 31 Aug

From Sand to Answer: How an AI Chip Is Actually Made

Week of 24 Aug

Three Numbers That Explain the Whole AI Boom

Week of 17 Aug

You Already Own the AI Trade: 10 Companies, 36% of an S&P 500 Fund

Week of 10 Aug

Zero of the Top 14 AI Models Can Be Downloaded