Positive feedback loops with capacity expansion announcements can turn an AI arms race into overcapacity. This is the third article in a four-part weekly series. This series is based on my new 12,000-word research paper, The Economics of AI Infrastructure, and the financial model used in that analysis. The first …

During its latest earnings call, Dell said it expects $19 billion in AI server revenue during Q3, while its full-year guidance calls for AI server revenue of $74 billion In sum – what to know: AI orders surge – Dell booked a record $60.9 billion in AI orders during the …

AWS, said its first Cloud Infrastructure Region in Saudi Arabia is on track to launch in December 2026 In sum – what to know: Infrastructure expands – AWS plans to launch Saudi Arabia’s first Cloud Infrastructure Region in December, while up to 50MW of capacity is planned for HUMAIN’s AI …

Data centers and frontier models sit in the same ecosystem, but they have very different economics. This is the second article in a four-part weekly series. The series based on my new 12,000-word research paper, The Economics of AI Infrastructure, and the financial model used in that analysis. The first …