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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...

The Washington Post spoke with US officials who said the Department of War is preparing for an invasion of Iran with American troops remaining on the ground for weeks.  US officials told the outlet that the thousands of soldiers and Marines arriving in the Middle East could be used in a ground invasion of Iran, […]

China Produces "Baby Shahed" Kamikaze Drones For $500 China's manufacturing base is now churning out short-range, low-cost kamikaze drones priced at under $500 per unit, which X user PLA Military Updates has described as "Baby Shahed" drones. According to the post, the so-called Baby Shahed costs around 3,000 yuan (about $450), has a range of 20 to 30 kilometers, flies at roughly 200 kilometers per hour, and can be launched by hand or from a rack. These drones could even be launched from a box truck or shipping containers. 🇨🇳Chinese civilian...