Technology
The AI Cloud Is Splitting Into Specialized Machines
Microsoft's new AMD systems and Google's surging cloud backlog show why AI infrastructure is moving beyond a one-chip, one-workload model.
Jul 31, 2026
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49 stories for“energy prices”
Technology
The AI Race Is Now a Race for Electricity, Land and Cold Water
One operator has raised around eleven billion dollars since late 2023 and another is weighing a hundred-billion-dollar listing. The scarce resource stopped being chips some time ago.
Aug 15, 2026
Technology
Wall Street Has Started Lending Against the Chips Themselves
Nvidia and six financial institutions are mobilising more than 500 billion dollars for AI infrastructure, with the graphics processors as collateral. The question nobody has answered is what a used GPU is worth in 2031.
Aug 16, 2026
