Beijing Readies $297 Billion Data Center Buildout Blitz In Bid To Dominate AI Race

The Upcoming AI Spend Slowdown? Submitted by Peter Tchir of Academy Securities We have been attacking this issue orthogonally for the past few weeks. Last weekend’s Cheap China Compute brought up several issues facing the AI Spend. On Thursday we published Braggawatts (which should probably be BragCompute or something), but the concept is that a lot of the announced deals are missing some, or all of the following: Enough electricity, especially at peak usage times, to fulfill their commitments. Access to water and other resources to function. Getting the various chips on time, connected and installed (hearing China is threatening to restrict exports of fiber-optic cables (another, in a long list...

Visualizing Europe's Birth-Rate Collapse Europe’s population is no longer replacing itself. Across the continent, fertility rates have fallen below the 2.1 births per woman needed to maintain stable population levels, with no country meeting that threshold as of 2024. The map below, via Visual Capitalist's Gabriel Cohen, shows the number of live births per woman across Europe using the most recent data from Eurostat, FRED, and the UK’s Office for National Statistics. From Ukraine (0.99) to Spain (1.1), some of Europe’s largest countries now rank among those with the lowest birth rates, highlighting how widespread the decline has...

The "Big Tent" Dilemma: Marxist Hasan Piker Pleads With Democrats For Help, But Will They Answer Senior Democratic leaders appear to have converged on a common messaging strategy as Republicans intensify an information operation portraying the party as hijacked by socialists and Marxists.   Nancy Pelosi, Chuck Schumer, Adam Schiff, Abigail Spanberger and others have repeatedly described the Democratic Party as a "big tent" when questioned about the rise of far-left candidates and activists who openly advocate dismantling capitalism and pursuing revolutionary change. The near-scripted consistency of the comments centers on what...