Shipping Monitor: Just 6 Ships Transit the Strait of Hormuz on Sunday

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...

A "Black Mark" On Tim Cook's Resume: How Apple Missed The AI Revolution Apple's AI problems didn't become impossible to ignore because competitors released better chatbots. They became impossible to ignore when Apple itself realized it had fallen behind, according to a new feature by Bloomberg.  By early 2025, senior leaders inside the company were holding emergency-level discussions about the state of Apple's AI efforts. What was supposed to be a major leap forward—Apple Intelligence and a next-generation Siri—had instead exposed deeper weaknesses. While Google, OpenAI, Microsoft, Meta, and Anthropic were...

Kremlin Asks US For Ceasefire At Bushehr Nuclear Plant To Get Remaining Russian Staff Out Russia is seeking approval from the US and Israel for a ceasefire for the Bushehr nuclear ⁠power plant in Iran, RIA news agency reported Thursday. Airstrikes across the country have reportedly been on the uptick in the past some 48 hours. "The travel routes will be communicated ‌to the relevant authorities in Israel and the United States, and we will use all channels to request strict adherence to the ceasefire ⁠during the convoy’s movement," the ⁠head of...