Mira cómo se descifra el auge

Semana del 26 oct

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

Semana del 26 oct

IF PACKAGING IS FULL, the AI chip sits as inventory

Semana del 26 oct

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

Semana del 26 oct

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

Semana del 26 oct

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

Semana del 19 oct

NVIDIA guaranteed $105 billion of its customer's rent

Semana del 19 oct

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

Semana del 19 oct

NVIDIA logs every dollar. It names nobody who paid

Semana del 12 oct

The US government paid Palantir $809m in three months

Semana del 12 oct

20 customers pay 40% of Palantir's revenue

Semana del 12 oct

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

Semana del 5 oct

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

Semana del 5 oct

Microsoft reports three businesses. None of them is called AI

Semana del 5 oct

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

Semana del 28 sept

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

Semana del 28 sept

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

Semana del 28 sept

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

Semana del 21 sept

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

Semana del 21 sept

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

Semana del 21 sept

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

Semana del 14 sept

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

Semana del 14 sept

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

Semana del 14 sept

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

Semana del 7 sept

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

Semana del 7 sept

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

Semana del 7 sept

Data Centres Already Use 4.4% of America's Electricity

Semana del 31 ago

One Chip Crosses More Than 70 Borders Before It Reaches You

Semana del 31 ago

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

Semana del 31 ago

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

Semana del 24 ago

72 AI Companies, Tracked Free and Sourced Daily

Semana del 24 ago

One Company's AI Spending Tripled in Two Years

Semana del 24 ago

AI Data Centers Now Burn 1 in 23 Watts in America

Semana del 17 ago

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

Semana del 17 ago

One Company Outweighs the Entire S&P 500 Energy Sector

Semana del 17 ago

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

Semana del 10 ago

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

Semana del 10 ago

Zero of the top 14 AI models can be downloaded

Semana del 10 ago

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

Semana del 26 oct

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

Semana del 26 oct

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

Semana del 19 oct

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

Semana del 12 oct

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

Semana del 5 oct

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

Semana del 28 sept

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

Semana del 21 sept

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

Semana del 14 sept

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

Semana del 7 sept

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

Semana del 31 ago

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

Semana del 24 ago

Three Numbers That Explain the Whole AI Boom

Semana del 17 ago

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

Semana del 10 ago

Zero of the Top 14 AI Models Can Be Downloaded