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The Upcoming AI Spend Slowdown?
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...
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Jun 18, 2026 / Tyler Durden
Massive Ukrainian Drone Swarm Attack On Moscow Hits Refinery
Massive Ukrainian Drone Swarm Attack On Moscow Hits Refinery
While attention this week has been fixed on the lower part of Eurasia, where the U.S. and Iran have finally signed an interim peace deal to reopen the Strait of Hormuz and begin normalizing tanker flows through the critical waterway, the other major conflict area in Eurasia is flashing new warning signs.
Overnight developments in the Russia-Ukraine war suggest the fighting continues to grind on with no near-term off-ramp, as critical energy infrastructure remains in the crosshairs.
Bloomberg reports that Ukraine launched...
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May 3, 2026 / Tyler Durden
Blue Cities Across The US Are Spiraling Into Financial Collapse
Blue Cities Across The US Are Spiraling Into Financial Collapse
Many people are familiar with the "blue state exodus" over the past several years, but are they aware of the blue city business exodus?
It might be one of the biggest economic stories in modern US history, and Democrats are trying to keep it as quiet as possible. There is a blood letting going on in blue cities; a financial disaster in the making. And, like most financial disasters, it will probably be ignored until the house of cards comes crashing...
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May 27, 2026 / Tyler Durden
Seattle Residents Forced To Barricade Their Streets To Protect From Gun Violence
Seattle Residents Forced To Barricade Their Streets To Protect From Gun Violence
Fed up with years of gun violence and repeated shootings near Aurora Avenue, some residents in North Seattle have started installing their own street barricades in an effort to protect their neighborhoods, KOMO News writes.
Neighbors living near North 97th, 98th, and 102nd streets recently placed large planter boxes, piles of dirt, and gravel across parts of residential roads that connect to Aurora Avenue North. The goal, residents say, is to make it harder for shooters to speed through...
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