UK Says US Troops Injured by Drone Attack on Base in Iraq as Pentagon Stays Quiet on US Casualties

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...

Russia's Tuapse Refinery Attacked 2nd Time In Days, While Battling Oil Spill Into Black Sea There's been yet another major attack on Russia's major Black Sea energy hub and port of Tuapse, after just a few days prior a drone wave had unleashed a fire so big it cold be seen from space, given the over 100-mile smoke plume that had spread over the Black Sea.  In this latest overnight Ukrainian assault reported Monday, the drone attack killed least one person and resulted in more major fires, and now emergency crews are battling their...

US Central Command (CENTCOM) has prepared battle plans for a round of strikes against Iran.  Axios spoke with three people familiar with the Department of War’s planning to resume strikes against Iran. According to the sources CENTCOM, the US military command responsible for the Middle East, has prepared a plan for a “short and powerful” […]