The Dark Side Of The Boom - Substack 5

The AI trade has spent the better part of two years convincing investors that computing demand is almost limitless. Morgan Stanley's research on ...

Goldman Sachs: China Is Building the Other AI Market - The Dark Side Of The Boom

There are really two Chinese AI trades. Exporters remain leveraged to Western AI capex and still offer the cleaner growth/valuation mix, while ...

Chinese open-weight AI models are being adopted around the world, in some cases housed on Western cloud-computing systems.

WW3 Near-Miss? AI Hallucinated Nuclear Weapons Components Aboard Chinese Vessel Bound For Iran · CNN reports that a false artificial intelligence ...

China's AI race is entering the expensive part of the story. The models work. Compute demand is tight. Cloud growth is accelerating, ...