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Systematic review of 80+ data sources confirms power availability now trumps GPU supply for hyperscale growth.
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The structural dynamics of industrial history repeat in the AI infrastructure race.
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How intent-driven marketing, CTV, and privacy are reshaping the ad landscape and Alphabet's empire.
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Why Alphabet and hyperscalers face a multi-year capacity crunch in power, silicon, and data centers.
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How the company’s suspension of buybacks and massive equity and debt raise redefines AI infrastructure investment.
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A comprehensive analysis of Alphabet's strategic investment in SpaceX's IPO and the emerging orbital AI infrastructure.
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The Vera Rubin platform forces Alphabet to navigate a partner-competitor paradox.
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As Blackwell shortages persist, NVIDIA's strategic allocations and neocloud deals reshape the hyperscaler landscape.
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IREN's pivot mirrors 19th-century trusts—control of essential inputs decides winners