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4 results for “technology”
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Energy Power
Sample contentFree accessThe Energy That Powers the World
Every factory, data center and shipping lane depends on a chain of businesses that extract, convert, move and sell energy. Here is how that chain works — and who captures the value along it.
Juan Pablo Vargas 8 min read
Semiconductors
Sample contentFree accessHow AI Hardware Is Changing the Economics of Computing
Artificial intelligence has turned computing power into a scarce, capital-intensive input. That shift changes the economics of chip designers, manufacturers, cloud providers and the businesses that rent their capacity.
Juan Pablo Vargas 8 min read
Data Centers
Sample contentFree accessWhat Makes an AI Infrastructure Business Economically Attractive?
Data centers, power supply and networking are the physical foundation of artificial intelligence. A simple framework helps separate durable infrastructure economics from a temporary rush of spending.
Juan Pablo Vargas 7 min read