Why Meta's combination of social reach, advertising infrastructure, and open ecosystems may matter more than benchmark supremacy in the race for AI value capture
CoreWeave's explosive growth mirrors the industry's fundamental tension — hyperscaler appetite versus the physics of power, depreciation, and financing
Power density jumps 10–24x, interconnection queues hit 474 GW in Texas alone, and a multi-decade grid investment cycle accelerates across utilities, generation, and equipment makers.