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The debate about an AI bubble often starts with the wrong question: Is AI overhyped? AI can become one of the most important technologies of our time and still create an investment bubble. Railways, telecommunications and the internet transformed economies while destroying significant amounts of investor capital along the way. The real question is: „Will AI…
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AI headlines usually focus on chips. The larger business story is the physical system around them: power, cooling, fiber and the telecom networks that connect data centers to the world. The International Energy Agency expects global data-center electricity use to rise from about 485 terawatt-hours in 2025 to about 950 terawatt-hours in 2030. One terawatt-hour…