Sharp analysis and breaking coverage of AI, semiconductors, data center infrastructure, robotics, and defense technology. No hype — just the insights that matter.
Powered land with megawatt-scale grid connections is selling for $1 million+ per acre—more than Manhattan office buildings. Hyperscalers need 40,000 acres over the next five years. The data center boom is creating $1.2 trillion in real estate value by 2030.
Foundation models, agentic systems, enterprise AI adoption, and the research frontier.
GPUs, custom silicon, semiconductor manufacturing, and the chip ecosystem.
Hyperscaler expansion, power infrastructure, cooling innovation, and proptech.
Humanoid robots, warehouse automation, and the workforce implications.
Autonomous weapons, military AI, cybersecurity, and national security technology.
