AI infrastructure costs are rising fast and not every software company is built for it. Here's what the margin trends reveal.

Industrial data monetization has quiety become a euphemism for "We can't get anyone to pay." Subscription fees haven't worked ...

Chief Executive Alex Karp’s recent broadside against the frontier model vendors put a knife to the throat of the central ...

The most important AI chart for startups may not be the one showing larger models, higher benchmark scores or billion-dollar training runs. It may be the one ...

As AI moves from experimentation to business-critical operations, leadership teams will need to look beyond pilot outcomes and technical performance.

The oil market has resembled a roller coaster this year. Recently, the brakes came off and crude oil prices rapidly plummeted ...

Elon Musk's SpaceX is betting big on orbital AI data centers. The public doesn't want them on Earth, but the economic case for space-based is questionable.

OpenAI partnered with Broadcom in October 2025 to design a custom inference chip aimed at reducing the growing expense of ...

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ProCap Insights will include Ornn’s compute data in its agentic investment research reports Partnership gives independent investors insights into one of the most critical costs driving the AI buildout ...

I am accumulating Meta Platforms and Micron, favoring disciplined, incremental buying on further dips. Read more on the ...

Monday - Friday, 10:00 - 11:00 SIN/HK | 0400 - 05:00 CET In this video Evelyn Chow, Senior Research Analyst at Neuberger, says SpaceX’s $1.7 trillion valuation is largely supported by its dominant ...