Lebanon’s Recurring Nightmare

Do not be surprised if the audience’s applause to Rubio's speech turns out to be short lived. He offered nothing new and much that would result in less security for its members.

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...

Vice President JD Vance said on Wednesday that Iran should take President Trump’s threats “seriously” as the US continues a major military buildup in the Middle East to prepare for what appears to be a coming attack on the Islamic Republic. Vance has emerged as one of the leading figures in the Trump administration who […]