Energy grid hasn't needed expansion for decades; now AI demands many multiples of historical load. Markets must price core inflation from steady infrastructure-driven demand growth, with de…

Qualcomm serves Chinese hyperscalers (ByteDance reported) with distinct products meeting export classifications; demonstrates viable path for US semiconductor firms to monetize China AI dem…

As data centers hit power walls, Qualcomm's mobile-derived low-power CPUs and accelerators avoid expensive HBM, targeting the shift to agentic workloads and disaggregated compute where effi…

AI data center demand has fundamentally changed memory procurement from quarterly contracts to multi-year agreements through 2030; DRAM prices up 200-300% this year with no supply relief vi…

Polling shows Americans unhappy about AI job displacement and data center electricity costs; local/state moratoriums on data center construction already emerging (NY, Ohio, Illinois), creat…

Global AI sales ex-China hit $25B in Q1; annualized revenue run rate shows sustained 200% growth, surpassing depreciation on data center and chip investments — a tipping point where AI buil…

As enterprises get better at deploying AI, they shift toward open source models for cost efficiency; broader main street adoption will drive next leg of demand growth beyond hyperscalers.