Topics & People

An accelerated depreciation tax policy enabling companies to immediately deduct the full cost of massive data center buildouts.

The anticipated economic outcome following the AI capex boom, where the widespread adoption and application of AI leads to powerful, non-inflationary growth, similar to the paradigm of the IT boom in the 1990s.

The massive surge in capital expenditures by tech companies to build AI capabilities.

An economic plan proposed by Scott Bessent aiming to get the US budget deficit down to 3% of GDP, achieve 3%+ persistent economic growth, and increase domestic energy production by 3 million barrels of oil equivalent per day.

A secretary in the Trump administration praised for his work in producing low-cost energy and working in partnership on energy policy.

The US Secretary of Energy, who has directed changes to make collocation of data centers and power generation easier.

Legacy chipmaker noted for losing market share during the cell phone compute transition.

Tech giant forced to raise consumer device prices due to the AI-driven memory crunch.

The specific strategic investment and offtake agreement between MP Materials and the Department of Defense, positioned as a new model for public-private partnerships.

Freely available foundational AI models enabling localized, private computing for enterprises, challenging closed-cloud monopolies.

The collection of technology platforms and services from US companies. Nadella believes its global success depends on broad adoption and creating ecosystem opportunities worldwide.

The process of rebuilding the American industrial base, which requires massive infrastructure investments.