AI Data Centers
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In December 1938, physicists split the uranium atom and unlocked nuclear fission. Within years, that discovery gave us zero-carbon power grids and precise radiation therapy for cancer patients. It also gave us the atomic bomb. The physics remained identical in every scenario. The outcome came down to intent, incentives, and who held control of the…
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As the first major AI hyperscaler to post numbers this quarter, the report serves as a major market litmus test for AI investors. Long-term investors holding AI infrastructure assets do not need to worry. The structural buildout is not slowing down anytime soon. Even so, short-term price action could get interesting. Heavy capital spending often…
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Samsung reported an 1,800% jump in operating profits to 89.4 trillion won or ~$58 billion over the past quarter. Shares still fell. Why? 1. Profit taking as shares are up 140% YTD. 2. Results were pretty much in line with expectations. Samsung is the largest manufacturer of DRAM memory needed to support thousands of GPUs…