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AI DataCenters & Training Runs 2025 : How much Energy, how much Money?
There has been a lot of noise in the mainstream press about the massive buildout of AI datacenters across the world.. with the latest being an audacious announcement by the Trump presidency of the $500 billion Project Stargate. The primary market signal of this buildout is “CapEx,” or capital expenditures, reported by the top 5…
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the AI Chip Race : nVidia vs. the World in Silicon Warfare 2024
All the news, and all the stock market, seems to celebrate nVidia these days, with their apparent stranglehold on the global AI chip race market. Their domination, and the unprecedented demand for their fastest chips (currently the H100, as of 2024), has been the major factor that has propelled them into position as the most…