Updates: Bragawatts, Nvidia Theater, Me Stuff, etc.
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Newsletters
Page 1 of 3
Oct 24, 2025 Update: Nvidia as Pop Mart, Power, Policy, etc.
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Quick Hits: AI Capex and Consumer Spending
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Minsky Moments and AI CapEx
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Rougher Notes, Oct 15, 2025: Blackouts, TeraWulf, Debt, etc.
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Quick Hits: AI Capex is Eating ... San Francisco
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Featured
Quick Hits: An India of Incremental Power Ahead
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Quick Hits: The Data Center Growth Slowdown
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Quick Hits: Roger Rabbit's Data Center, Colo Spin, etc.
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Featured
Why AI Capex isn't a Bubble: A Perez-ian Perspective
5 min read
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The Godfather and Oracle's Crap GPU Rental Returns
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Quick Hits: OpenAI's Mammoth AMD Deal
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