The 70 Gigawatt Hole: Wall Street Maps How Far America's Electric Grid Is Falling Behind AI Demand
"Power availability continues to be the most important constraint. This constraint is most notable in the US." - Morgan Stanley
"Power availability continues to be the most important constraint. This constraint is most notable in the US." - Morgan Stanley
Holy crap!
It’s literally the most terrifying possibility in financial markets...
"Max vertical speed was more than -32,000 fpm."
"We are no longer just talking about people spending a few thousand dollars on nostalgia anymore. At these extravagant prices, collectibles..."
The district is paying $1 million a year for security and maintenance...
Real yields dropped, the dollar wobbled, and gold still couldn't catch a bid. Goldman's positioning data shows why..
Two days before voting ends...is anyone surprised? ... The criminal probe isn't dead...
Far-left groups once again drove the violence in France, the interior minister said, as similar turmoil hit Germany, the Netherlands, and Italy...
...there is no rational theory of economics that says you can marry 17% of GDP tax policy with 21% of GDP spending policy on a permanent basis and expect anything other than a long-term debt calamity...
China's central bank, securities regulators, and some securities firms and funds will meet on Monday...
The genius of these sites is that they are not meant to be read by humans at all. They are designed to optimize for web crawlers and cross-link so the network appears far larger and more credible than it actually is...
"HBF could do for NAND what HBM did for DRAM industry dynamics" - Bernstein, on the 6.5x wafer hog that may (or may not) solve AI's memory wall.
In his ruling, Judge Gayles wrote that Trump was "grasping at straws"...
Tusk's push on Poland's Constitutional Tribunal is the first step in a larger plan...
Binance, meanwhile, insists its customers won't eat the loss...
...rates are now stuck between an AI-driven equity drawdown and an energy shock, and the only thing keeping a lid on volatility is a Fed and ECB that have decided not to add to it...
Fitch says private credit defaults have reached an all-time high, with lenders increasingly relying on accounting gymnastics and debt extensions to keep troubled borrowers afloat.
The complex is Russia's fourth-largest refinery & its second-largest gasoline producer.
