What goes up must come down? AI datacenter spending inflatesInvestors must recognize potential bubbles in the datacenter and AI sectors, warning of repeating past mistakes.Merger and acquisition activity in datacenters is reaching unprecedented levels as AI drives investment interest.
Nvidia beats market expectations again, but for how long?Nvidia reports impressive revenue growth driven by AI demand, sparking concerns over sustainability
Container shipping rate hits $10,000 as importers brace for tariffsThe cost of shipping from Shanghai to New York has surged to nearly $10,000, prompting concerns of a market bubble.