Capex
2026
- 06-05 The Infrastructure Debt Trap: A $725B Reckoning for 2026 Hyperscalers
- 04-28 The Great Unwinding: Why This Week Just Killed the AI Alliance Era
- 04-24 The Sovereignty Wars: Why SpaceX Building GPUs Signals the End of AI's Free Lunch
- 04-04 The Cloud Polygamy: Why $690B in Capex is the Last Stand for Hyperscaler Sovereignty
- 03-18 The $6 Trillion Mirage: Why Sovereign AI is Just a Hardware Lease
- 03-16 The $690B Short Circuit: When Infinite Compute Meets Finite Physics
- 03-15 Agentic Infrastructure Debt: The End of SaaS and the Rise of Sovereign Swarms
- 03-13 The $700B Illusion: Sovereign AI as a Hyperscaler Vassal State