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Research and perspectives on the themes shaping capital, technology, and industry.
Rare Earths: The Choke Point Beneath the AI and Energy Boom
A handful of metals and magnets sit under every motor, missile, and AI server. One country refines almost all of them—and has started to use that control.
Read report →Inside the AI Data Center: Memory, Light, Power, and Heat
The AI race is now a physical-infrastructure race. The bottlenecks have moved from the GPU to the memory beside it, the optics between racks, and the power and cooling around them.
AI & ProductivityThe Economics of AI Efficiency: Where the Savings Are Real
Beneath the hype, generative AI is already producing measurable productivity gains in narrow, repetitive work—and falling costs keep widening where it pays off.
Energy & InfrastructureThe Power Bottleneck: Why Electricity May Cap the AI Build-Out
The scarcest input in artificial intelligence may not be chips or capital. It is electricity—and the companies building AI are turning into power companies to get it.