Doug Brignole's Iron Man Archive

Newsom Tells Europe "Trump Is Temporary," Doubles Down On Failing Green Agenda California Gov. Gavin Newsom spoke at the Munich Security Conference earlier on Friday, telling European elites that President Trump is "temporary" and will be gone within three years. Newsom, noticeably angered by Trump's push for deregulation and the rollback of climate policy, lashed out at the president, calling him "more destructive" than the current occupant of the White House. The issue for Newsom is that he still operates within the climate crisis framework promoted by globalists, even as the West...

Three Key Constraints That Could Derail The Data Center Buildout Story The data center investment macro story centers on hyperscalers such as Microsoft, Alphabet, Meta, and Amazon Web Services, whose massive cloud computing services are becoming the backbone for AI workloads, including ChatGPT and others. However, as we've previously noted, the data center buildout has run into supply-chain snarls, including memory chip shortages, power-grid constraints, and even a shortage of turbine blades for natural-gas generators. The data center boom powering the AI revolution is certaintly impressive to watch unfold, but it...