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Three Key Constraints That Could Derail The Data Center Buildout Story
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...
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Apr 13, 2026 / Tyler Durden
'Door Is Not Closed': Mediators Still Press For Iran Deal After US Demanded 20-Year Halt To Nuclear Program
'Door Is Not Closed': Mediators Still Press For Iran Deal After US Demanded 20-Year Halt To Nuclear Program
There's currently some consensus among international reports that the weekend US-Iran peace talks in Pakistan fundamentally broke down over the nuclear issue. The question of Iran's enriched uranium has at times over the course of the war taken a front seat and at other times a back seat when it comes to Washington's evolving justifications and war aims in launching Operation Epic Fury.
On Monday a US official has been cited in Axios...
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Apr 15, 2026 / Tyler Durden
Trump's Blockade Is Breaking Iran... And European Elites Are Angry
Trump's Blockade Is Breaking Iran... And European Elites Are Angry
Authored by Brandon Smith via Alt-Market.us
In March I published an article titled “Global Energy Crisis Or Iranian Surrender In Five Weeks?” in which I outlined the “worst case” and “best case” scenarios for the war in Iran. In my best case scenario I argued in favor of a specific plan to end the conflict quickly: A US naval blockade of the Strait of Hormuz, flipping the tables on Iran by blocking or seizing any oil tankers or gas tankers which...
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Mar 16, 2026 / Tyler Durden
The Wrath Of Kharg
The Wrath Of Kharg
By Ben Picton, Senior Market Startegist at Rabobank
Brent crude is bid again this morning as markets digest the dump of news over the weekend relating to the Iran war. On the bullish side for crude was the US decision to bomb Iranian military assets on Kharg Island – the Persian Gulf port where up to 90% of Iranian oil exports are typically loaded onto tankers. Announcing the strikes via Truth Social, President Trump was at pains to be clear that oil infrastructure was not targeted, but...
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