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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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Oct 10, 2026 / Tyler Durden
Trump Threatens Billions In Federal Funds If NYC Doesn't Put 'Little Italy' Back On Map
Trump Threatens Billions In Federal Funds If NYC Doesn't Put 'Little Italy' Back On Map
Authored by Nicholas Zifcak via The Epoch Times,
President Donald Trump on Friday threatened to withhold billions in federal funding from New York City unless the city updates a map of immigrant communities to include Little Italy.
In 2023, the city created a map, "New York City Immigrant Enclaves," that maps ethnic communities across the city, such as Chinatown in Lower Manhattan, Little India and Little Manila in Queens, and Little Palestine in Bay Ridge, Brooklyn. However,...
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Aug 25, 2026 / Tyler Durden
"This Is My Place Of Business": How Cakes And Coffee Continue To Be Groundzero In An Age Of Rage
"This Is My Place Of Business": How Cakes And Coffee Continue To Be Groundzero In An Age Of Rage
Authored by Jonathan Turley via Jonathan Turley,
"This is my place of business."
Those words from Jim Sheehan, owner of the Wydaho Roasters coffee shop in Driggs, Idaho, have sparked the latest controversy over the right of businesses to refuse service on the basis of religious or political views.
Sheehan has drawn national attention after throwing out a group of pro-life teenagers, calling them the equivalent of a Ku Klux Klan meeting in his...
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Aug 6, 2026 / Tyler Durden
"The Gift That Keeps Giving": Five Ways Republicans Benefit From Democratic Socialist Victories
"The Gift That Keeps Giving": Five Ways Republicans Benefit From Democratic Socialist Victories
Radical leftists and Islamist activists are increasingly converging inside the Democratic Party as Democratic Socialists of America, forming what can only be described as a "red-green alliance."
United by their hatred of America and capitalism, this unholy alliance of far-left radicals is drawing support from migrant voting blocs and purple-haired white liberals holding worthless woke college degrees who work three jobs. Perhaps it was not capitalism that failed those with worthless woke degrees, but the Marxists who run...
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