The AI Boom’s Real Risk Isn’t a Bubble. It’s a Depreciation Schedule Nobody Wants to Touch.
When a report surfaced in late 2025 suggesting that talks between Nvidia and OpenAI over a fresh compute commitment had stalled, Oracle's share price...
Chips Were Never the Constraint. Electrons Are, and That Changes Who Wins the AI Race.
In November last year, Satya Nadella said something that should have unsettled every boardroom running an AI strategy, not just Microsoft's. Asked why Azure's...
What a $2.9 Billion Hydrogen Write-Off Reveals About the Next Decade of Climate Capex
In the same quarter this year, Air Products and Chemicals made two decisions that looked contradictory and were not. It walked away from its...
Cyber Insurance Isn’t a Backstop Anymore. It’s the Rulebook Boards Never Ratified.
When Jaguar Land Rover's systems went dark in the autumn of 2025, the shutdown ran for more than a month, wiped out roughly 50,000...
The AI Spending Illusion: Why Capex Is No Longer Proof of Advantage
In the same fortnight this year, two sets of earnings calls told opposite stories about artificial intelligence. Microsoft, Meta, Amazon and Alphabet told investors...
TRUMP’S TARIFF TERRORISM – A SELF-DESTRUCTIVE ASSAULT ON ASIA AND AMERICA
Targeting India and China with Economic Threats, Ignoring History and Hypocrisy, While Ignoring the Coming Storm of Inflation and Job Losses
