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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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Sep 21, 2026 / Kyle Anzalone
Trump Called Off Strikes on Yemen After Repeated Appeals From Saudi Crown Prince
President Donald Trump met with top officials about conducting strikes against Ansar Allah in Yemen after receiving multiple requests from Saudi Crown Prince Mohammed bin Salman. The US reportedly came close to launching the strikes before Trump called them off. The New York Times reported that, on Wednesday, Trump met with military advisers to discuss […]
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Aug 5, 2026 / Tyler Durden
You'll Never Guess Which Nation Drinks The Most Tea Or Coffee
You'll Never Guess Which Nation Drinks The Most Tea Or Coffee
With a global market valued at more than $300 billion in 2026, tea is said to be the second most consumed hot beverage in the world.
As the United Nations notes, the tea industry provides "a major source of income and export earnings for some of the poorest countries and, thanks to its high labor requirements, generates numerous jobs, particularly in remote and economically disadvantaged areas."
Statista Consumer Insights surveyed 32 countries around the world to find out more about global tea drinking...
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Sep 28, 2026 / Tyler Durden
Silver Is Backed Up For Months. Here's Why
Silver Is Backed Up For Months. Here's Why
Authored by VBL via GoldFix,
Silver sold off during Josh Phair's September 23 interview, but the Scottsdale Mint CEO said the physical market's immediate constraint was at the refinery.
"Silver is backed up at the refineries... in many cases about 3-4 months," depending on the material, while finished refined metal remained amply available in the United States.
In his Mining.com Top of Mine interview, Phair said banks have been redirecting mined material toward refineries in countries friendly to the United States.
Those plants have been backed up...
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