Data Center Bubble: How The AI Scaling Boom Collides With Infrastructure Reality

Futuristic data center bubble hovering above a glowing power-hungry world.

Watch or Listen on YouTube Data Center Bubble: 5 Hard Truths About AI Capex Economics Introduction We are doing something unprecedented. In the name of artificial intelligence, the world’s richest companies are quietly betting trillions of dollars that turning more and more of the planet into data centers will always pay off. For now, the … Read more

AI News December 6 2025: The Pulse & The Pattern

Editorial photograph of professionals interacting with a futuristic AI data interface, illustrating AI News December 6 2025.

Watch or Listen on YouTube AI News December 6 2025: The Pulse & The Pattern Introduction The pace of progress in our field has shifted from “fast” to “disorienting.” If you stepped away from the terminal for a week, you missed a paradigm shift. We are seeing the transition from chatty stochastic parrots to reasoning … Read more

Google Ironwood: Inside the 7th Gen TPU’s 9.6 Tb/s Architecture and the End of Nvidia’s Moat?

A monolithic Google Ironwood TPU chip glowing with neon circuitry in a dark void.

Watch or Listen on YouTube Google Ironwood Introduction The AI hardware war has shifted while the world wasn’t looking. While the tech media obsessed over chatbots and image generators, a silent arms race for the physical infrastructure of intelligence was escalating in the background. For the last few years, the narrative has been simple: Nvidia … Read more

Weekly AI News November 22 2025: The Pulse & The Pattern

Editorial cover with gradient headline and global AI motifs for AI News November 22 2025.

Watch or Listen on YouTube Weekly AI News November 22 2025: The Pulse & The Pattern Introduction Call it the WOW moment in AI this week: in what already feels like the most amazing week of 2025, Google unleashed a string of power moves, from Nano Banana Pro and WeatherNext 2 to Guided Learning in … Read more