The AI Trade: Now With Less Circle And More Jerk

Why Exactly Did They Destroy The Border? Authored by Victor Davis Hanson via American Greatness, Why would any president destroy the U.S. southern border? The Left typically “pounces” on anyone daring to suggest that the Biden administration had green-lighted illegal immigration to gain new constituents for agendas that otherwise were without broad public support. The Left smears critics of open borders as racist conspiracists spreading the “Great Replacement Theory.” Yet for years, Democrats and leftists themselves had written triumphalist books with titles like The Emerging Democratic Majority. And often they crowed that “Demography is Destiny.” A...

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...