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Of Compute Deals, AI Infrastructure and Texas
Alongside Nvidia's $500-billion compute deal, projects in Texas reveal milestones
23 hrs ago
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Jennifer Warren
1
Energy, Hormuz and Digital Infrastructure Round Up
Economic mixed messages; Iran makes demands; US energy exports rise
Aug 9
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Jennifer Warren
1
July 2026
Tech-Heavy Korean Stockmarket Rout Does Not Compute in U.S.
A video explainer about the extreme decline in the Asian market
Jul 29
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Jennifer Warren
Ahead of Earnings: Compute, AI and Energy Risks
The AI trade and investment continues and broadening competition speaks to strategy execution
Jul 21
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Jennifer Warren
3
As AI Buildout Continues, Inflation Rebalances Equations
Hyperscaler spending advances, but global and economy-wide considerations deserve attention
Jul 15
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Jennifer Warren
United States of America Begins: Taking Shape
National Portrait Gallery Narrative Lays a Canvas
Jul 1
•
Jennifer Warren
1
1
June 2026
Investor Podcast: Big Tech, AI Infrastructure and Energy
MANGOS meme has meaning
Jun 25
•
Jennifer Warren
Straightening Up the Strait (Video)
A series of unfortunate events
Jun 22
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Jennifer Warren
(Video) The Most Valuable Firms: MANGOS
Economic engines reflect change from FANG
Jun 5
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Jennifer Warren
1
May 2026
AI Race is Like an Ultra Marathon (Plus Video)
AI Infrastructure, Energy, Tech and the Road Ahead
May 26
•
Jennifer Warren
Mega-Utility Merger Shows the Structure of Demand Ahead
A $400-billion enterprise reflects energy infrastructure scaled for the digital age
May 20
•
Jennifer Warren
Loosening The Strait's Jacket: Oil Market Creative Destruction
Gray rhino event is remaking the map, again.
May 18
•
Jennifer Warren
1
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