Biden versus Bastiat

As war drums beat again, this time against Iran, we ask ourselves if recklessness from Donald Trump and European and Israeli leaders is pushing us to catastrophe.

Half Of US Data Centers Scheduled To Start In 2026, Will Be Canceled Or Delayed Just over two years ago, we first penned our views on "The Next AI Trade", which looked beyond the hyperscalers and the data centers supporting the AI revolution, and instead focused on the energy and logistical needs that would be so very critical in allowing the US to dominate China in the existential race to first reach Artificial General Intelligence (which many have dubbed the next nuclear arms race due to its profound civilizational implications)....