0.7 C
New York
Saturday, December 13, 2025

Market Insights

The AI Energy Economy — Part 4: Merchant Power, Nuclear Scarcity, and AI Contracts

The AI Energy Economy — Part 4: Merchant Power, Nuclear Scarcity, and AI Contracts 1. Introduction In the first three parts of this series, we looked at how AI is reshaping the electricity system from the ground up. Part 1 explained who generates the electricity. Part 1: The...
149,819FansLike
396,312FollowersFollow
2,510SubscribersSubscribe

Latest

PSW’s Weekly Webinar: Fed Rate Announcement & Trade of the Year Candidates

[td_flex_block_3 modules_category="above" modules_on_row="eyJhbGwiOiI1MCUiLCJsYW5kc2NhcGUiOiIxMDAlIn0=" modules_category1="image" show_cat2="none" show_com2="none" show_author2="none" columns="eyJhbGwiOiI1MCUiLCJwaG9uZSI6IjEwMCUifQ==" columns_gap="eyJwb3J0cmFpdCI6IjE1IiwiYWxsIjoiMjQiLCJsYW5kc2NhcGUiOiIyMCJ9" image_width2="eyJwb3J0cmFpdCI6IjM1In0=" modules_space1="eyJhbGwiOiIwIiwicGhvbmUiOiIyNCJ9" hide_audio="yes" custom_title="Perspectives" block_template_id="td_block_template_8" border_color="#99032b" f_header_font_family="712" f_header_font_weight="500" f_header_font_size="eyJhbGwiOiIxNyIsInBvcnRyYWl0IjoiMTUifQ==" f_header_font_transform="uppercase" td_ajax_filter_type="" category_id="" td_ajax_preloading="" f_ajax_font_family="712" f_title1_font_family="712"...

The AI Energy Economy — Part 3: Industrial Automation, Cooling & Controls

Introduction AI Is Reshaping the Entire Electricity System — and Multiple Layers of Companies Stand to Benefit Artificial intelligence has triggered the largest surge in electricity...

The AI Energy Economy — Part 2: The Pick-and-Shovel Suppliers Powering AI Electrification

The Pick-and-Shovel Suppliers Powering AI Electrification 1. Why AI Is Creating a Historic New Energy Supercycle Artificial intelligence is no longer just a technology story—it has...

Will “AI euphoria” crash the markets?

Will "AI euphoria" crash the markets? GZERO World with Ian Bremmer Are we heading towards another financial crash? Andrew Ross Sorkin joins Ian Bremmer to talk...

The dangers of unchecked AI

The dangers of unchecked AI GZERO World with Ian Bremmer On GZERO World with Ian Bremmer, Tristan Harris of the Center for Humane Technology warns that...

Something Ominous Is Happening in the AI Economy

Something Ominous Is Happening in the AI Economy The last time so much wealth was tied up in such obscure overlapping arrangements was just before...

‘Godfather of AI’ warns of existential risks

'Godfather of AI' warns of existential risks  GZERO World with Ian Bremmer Geoffrey Hinton, the ‘Godfather of AI’ tells Ian Bremmer on GZERO World AI will...

It’s official: Trump wants a weaker European Union

It’s official: Trump wants a weaker European Union By Ian Bremmer, GZero    The transatlantic relationship isn’t at a crossroads, it’s past one. America’s new National Security Strategy...

OpenAI Is in Trouble

OpenAI Is in Trouble The start-up is falling behind in the AI race. By Matteo Wong, The Atlantic   For nearly three years, Marc Benioff, the CEO of...

US oil industry doesn’t see profit in Trump’s ‘pro-petroleum’ moves

US oil industry doesn’t see profit in Trump’s ‘pro-petroleum’ moves By Skip York, Rice University   As the Trump administration makes announcement after announcement about its efforts...

America Has Become a Digital Narco-State

America Has Become a Digital Narco-State Social media giants have bought our government, and are trying to bully Europe By Paul Krugman   Imagine what would happen if...

What the US national security strategy tells us about how Trump views the world

What the US national security strategy tells us about how Trump views the world By Andrew Gawthorpe, Leiden University The White House has released its national...

Trump’s Nvidia Chip Deal Reverses Decades of Technology Restrictions

Trump’s Nvidia Chip Deal Reverses Decades of Technology Restrictions President Trump’s decision to allow Nvidia to sell its chips to China has raised questions about...

The AI Energy Economy — Part 1: The Nuclear & Utility Winners of the AI Power Boom

The Nuclear & Utility Winners of the AI Power Boom The AI energy boom affects different categories of companies, and this series separates them so...

Netflix-Warner deal would drive streaming market further down the road of ‘Big 3’ domination

Netflix-Warner deal would drive streaming market further down the road of ‘Big 3’ domination By David R. King, Florida State University   When it comes to major...

Health insurance premiums rose nearly 3x the rate of worker earnings over the past 25 years

Health insurance premiums rose nearly 3x the rate of worker earnings over the past 25 years By Vivian Ho, Rice University and Salpy Kanimian, Rice...

The Unraveling of American Power

Sam Harris: The Unraveling of American Power A Conversation with Peter Zeihan Watch the full episode here (shared) > Sam Harris and Peter Zeihan cover everything from...

Global Depression Is Coming Sooner Than Expected

Global Depression Is Coming Sooner Than Expected By Peter Zeihan I know the tariff policies coming from the Trump administration are giving everyone whiplash, but that’s...

A Government of Grift: Trump’s Second-Term Corruption Is Unlike Anything in U.S. History

Today I focused ChatGPT on a single topic: Trump’s corruption. The scope is so overwhelming that the system actually went blank several times under...

Is the dominance of the US dollar unravelling under Trump?

Is the dominance of the US dollar unravelling under Trump? By Fabian Pape, University of Edinburgh; Johannes Petry, University of Warwick, and Tobias Pforr, European...

The AI Energy Economy — Part 3: Industrial Automation, Cooling & Controls

Introduction AI Is Reshaping the Entire Electricity System — and Multiple Layers of Companies Stand to Benefit Artificial intelligence has triggered the largest surge in electricity...

The AI Energy Economy — Part 2: The Pick-and-Shovel Suppliers Powering AI Electrification

The Pick-and-Shovel Suppliers Powering AI Electrification 1. Why AI Is Creating a Historic New Energy Supercycle Artificial intelligence is no longer just a technology story—it has...

The dangers of unchecked AI

The dangers of unchecked AI GZERO World with Ian Bremmer On GZERO World with Ian Bremmer, Tristan Harris of the Center for Humane Technology warns that...

‘Godfather of AI’ warns of existential risks

'Godfather of AI' warns of existential risks  GZERO World with Ian Bremmer Geoffrey Hinton, the ‘Godfather of AI’ tells Ian Bremmer on GZERO World AI will...

The AI Energy Economy — Part 1: The Nuclear & Utility Winners of the AI Power Boom

The Nuclear & Utility Winners of the AI Power Boom The AI energy boom affects different categories of companies, and this series separates them so...