‘Best way to describe the market is bonkers’
The AI hyperscaler capex plans keep on growing and growing
The AI hyperscaler capex plans keep on growing and growing

The biggest groups splashing their cash may not make their money back, but will almost certainly live to tell the tale

There are big differences in the level of risk and likely returns of Big Tech’s spending

As investment rush accelerates, the winners will control inputs unlikely to be commoditised

Quantum entanglement

How much AI is the market willing to finance?

‘Hello, I need the biggest business transformation project you have. No, that’s too big . . .’