Gold Outlook Report 2023

Moscow Claims NATO Nuke Smuggling Plot Into Ukraine - UK Denounces 'Heinous' Charge It's hard to know what's true amid the fog of war, but when Russia's Foreign Intelligence Service (SVR) comes out with whatever new accusation it lodges against Ukraine it usually 'goes big'. That's true of the latest statement Tuesday, which happens to mark the fourth anniversary of the full-scale Ukraine invasion of 2022. The SVR is newly alleging that France and the UK are plotting to secretly arm Ukraine with a nuclear weapon. French M51 submarine-launched ballistic missile. Photo credits:...

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...