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A systematic analysis of 140+ claims reveals electricity access, not GPU supply, now governs hyperscale expansion.
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Amazon, Microsoft and Google race to deploy AI capacity despite uncertain returns on investment.
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Analyzing 116 claims across sell-side research and macroeconomic data reveals five structural findings on AI overinvestment.
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AWS leads the most expensive build-out in history as compute capacity replaces talent as AI's binding constraint.
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Examining $1 trillion in capital commitments and what the buildout means for Amazon's competitive position.
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A systematic analysis of $1 trillion in AI infrastructure commitments reveals why monetization efficiency separates winners from risk.
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Why compute capacity, not algorithms or talent, now defines the winners in the AI arms race
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A comprehensive analysis of TSMC's Q1 2026 results, capacity bottlenecks through 2028, and what they mean for Amazon and hyperscaler AI buildout.
