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WSJ Catches Up, Discovers AI's Off-Balance Sheet Liabilities Are $3 Trillion And Growing $1.2 Trillion Per Quarter
WSJ Catches Up, Discovers AI's Off-Balance Sheet Liabilities Are $3 Trillion And Growing $1.2 Trillion Per Quarter
More than two months ago, long before most Wall Street analysts had any clue that the bulk of the AI buildout commitments were diligently hidden in various off-balance sheet SPVs and other (perfectly legal) accounting gimmicks, we wrote a lengthy article detailing just that, and explaining why far beyond the $1 trillion (and rapidly rising) in annual plain vanilla capex -- all of which now has to be funded through debt issuance since...
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Oct 8, 2026 / Tyler Durden
Why Texas Is Making Data Centers Wait
Why Texas Is Making Data Centers Wait
Authored by Ryan McEntush via Andreessen Horowitz (a16z),
At the end of 2024, Texas' grid operator had 63 GW of large new customers in its queue. By this June, that figure reached 474 GW, more than five times record peak demand, about 90% of it data centers.
Then Texas hit pause. What began as directions for data centers to pay for their own grid upgrades has since escalated to a freeze on all new permits. If you care about AI and American reindustrialization, this is...
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Jul 31, 2026 / Tyler Durden
Memory-Chip Crunch Hits Smartphone Demand Across China
Memory-Chip Crunch Hits Smartphone Demand Across China
Prices for electronic devices reliant on advanced memory chips, from smartphones to gaming consoles, have risen as the AI data-center buildout tightens supply and drives component costs higher. The resulting memory-chip crunch is now weighing on consumer demand, with Goldman’s latest note showing that the pressure is increasingly visible in China’s handheld-device market.
Goldman analyst Allen Chang, who focuses on everything from smartphones to semiconductors, AI, EVs, and robotaxis, cited new data on Friday showing that China’s smartphone shipments fell 17% from a...
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May 1, 2026 / Tyler Durden
Hawaii Has America's Highest Life Expectancy, West Virginia The Lowest
Hawaii Has America's Highest Life Expectancy, West Virginia The Lowest
Life expectancy varies widely across the U.S., with clear regional patterns emerging in the latest data.
States in the Northeast and on the West Coast tend to have higher life expectancies, while many in the South and Appalachia rank lower.
This map, via Visual Capitalist's Niccolo Conte, shows these differences using data from the CDC’s National Center for Health Statistics, based on 2022 life tables published in December 2025, the latest publicly available state-level figures as of March 2026.
The CDC’s report uses period...
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