Sehen Sie den Boom entschlüsselt

Woche vom 26. Okt.

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

Woche vom 26. Okt.

IF PACKAGING IS FULL, the AI chip sits as inventory

Woche vom 26. Okt.

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

Woche vom 26. Okt.

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

Woche vom 26. Okt.

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

Woche vom 19. Okt.

NVIDIA guaranteed $105 billion of its customer's rent

Woche vom 19. Okt.

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

Woche vom 19. Okt.

NVIDIA logs every dollar. It names nobody who paid

Woche vom 12. Okt.

The US government paid Palantir $809m in three months

Woche vom 12. Okt.

20 customers pay 40% of Palantir's revenue

Woche vom 12. Okt.

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

Woche vom 5. Okt.

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

Woche vom 5. Okt.

Microsoft reports three businesses. None of them is called AI

Woche vom 5. Okt.

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

Woche vom 28. Sept.

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

Woche vom 28. Sept.

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

Woche vom 28. Sept.

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

Woche vom 21. Sept.

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

Woche vom 21. Sept.

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

Woche vom 21. Sept.

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

Woche vom 14. Sept.

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

Woche vom 14. Sept.

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

Woche vom 14. Sept.

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

Woche vom 7. Sept.

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

Woche vom 7. Sept.

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

Woche vom 7. Sept.

Data Centres Already Use 4.4% of America's Electricity

Woche vom 31. Aug.

One Chip Crosses More Than 70 Borders Before It Reaches You

Woche vom 31. Aug.

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

Woche vom 31. Aug.

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

Woche vom 24. Aug.

72 AI Companies, Tracked Free and Sourced Daily

Woche vom 24. Aug.

One Company's AI Spending Tripled in Two Years

Woche vom 24. Aug.

AI Data Centers Now Burn 1 in 23 Watts in America

Woche vom 17. Aug.

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

Woche vom 17. Aug.

One Company Outweighs the Entire S&P 500 Energy Sector

Woche vom 17. Aug.

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

Woche vom 10. Aug.

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

Woche vom 10. Aug.

Zero of the top 14 AI models can be downloaded

Woche vom 10. Aug.

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

Woche vom 26. Okt.

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

Woche vom 26. Okt.

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

Woche vom 19. Okt.

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

Woche vom 12. Okt.

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

Woche vom 5. Okt.

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

Woche vom 28. Sept.

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

Woche vom 21. Sept.

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

Woche vom 14. Sept.

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

Woche vom 7. Sept.

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

Woche vom 31. Aug.

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

Woche vom 24. Aug.

Three Numbers That Explain the Whole AI Boom

Woche vom 17. Aug.

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

Woche vom 10. Aug.

Zero of the Top 14 AI Models Can Be Downloaded