As nations race to harness artificial intelligence, data centers and advanced chips have become strategic infrastructure—akin to ports, railways, and energy grids. Concentration of compute capacity and chip fabrication raises concerns about bottlenecks, energy demand, and national security. Governments are…
Corporate spending on AI has surged—data centers, GPUs, networking gear, and specialized software subscriptions dominate capital plans. Historically, infrastructure booms (rail, electrification, fiber-optic) produced long-term gains but were punctuated by painful shakeouts. Three diagnostics help investors separate signal from noise:…
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