London, UK – October 15, 2025 – In a monumental agreement that underscores the global race to build the infrastructure of the artificial intelligence era, UK-based AI hyperscaler Nscale has signed an expanded multi-billion-dollar deal with Microsoft to deploy approximately 200,000 NVIDIA GB300 superchips across data centers in the United States and Europe. The deal, […]
Category Archives: Mad Hedge AI
(DELL), (IBM), (HPQ), (SMCI), (NVDA) I’ll never forget the first time I met Michael Dell. It was late 1987, right around the time his company was preparing to go public, and I was covering the emerging PC industry for my newsletter when this skinny kid from Texas showed up at a conference in San Francisco […]
(AMD), (AMZN), (AVGO), (GOOG), (MRVL), (MSFT), (NVDA), (UBER) I was rummaging through an antique shop in San Francisco last month when I stumbled upon an old telegraph key from the 1880s. The proprietor, a chatty fellow with more stories than customers, told me something remarkable: telegraph operators back then could identify each other purely by […]
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Oct
(DIS), (NFLX) Last Tuesday morning, my neighbor Marcus made a South Park episode in three minutes. Kenny died, Cartman said something ridiculous, and I watched the entire entertainment industry’s cost structure collapse in real time. Marcus works at a fintech startup in San Francisco, spends his days building payment algorithms, but like every engineer I […]
The resilience of Wall Street’s infatuation with artificial intelligence proved stronger than political dysfunction on Monday, as the S&P 500 and the Nasdaq Composite advanced to new record closing highs, even as the U.S. government shutdown stretched into its sixth day. Investor sentiment was significantly boosted by major dealmaking in the technology sector, particularly surrounding […]
(DUK), (NVDA), (PWR), (AMZN), (POWL), (EME), (ETN), (URI) Seven years. That’s how long it takes to connect a new data center to the U.S. power grid right now. Not the glossy brochure timeline. Not the consultant’s PowerPoint fantasy. Seven actual years from application to flipping the switch. I learned this sitting in a Duke Energy […]
NEW YORK, NY—In a significant move underscoring the enduring appetite for high-growth artificial intelligence companies, data analytics startup Dataiku has selected a roster of prominent investment banks, including Morgan Stanley and Citigroup, to lead its anticipated initial public offering (IPO) in the United States. Sources familiar with the matter indicate that the New York-based company […]
FRANKFURT, GERMANY—German aviation giant Lufthansa Group announced plans on Monday to eliminate approximately 4,000 full-time equivalent (FTE) administrative roles worldwide by 2030, a move the company explicitly linked to leveraging artificial intelligence and digitalization to boost profitability. The announcement, made during the airline’s first company-wide Capital Markets Day in six years, underscores a global trend […]
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(TSMC), (MSFT), (NBIS), (GOOGL), (SSNLF), (INTC) There’s a phone call that happens every month between Cupertino, Seattle, and a modest office building in Hsinchu, Taiwan that determines more about the future of artificial intelligence than all the flashy product launches and CEO tweets combined. Most investors have never heard of this conversation, but the numbers […]
(GS), (NVDA), (MSFT), (AAPL), (GOOGL), (AMZN) I remember sitting in a Goldman Sachs (GS) conference room back in ’87, watching grown men in thousand-dollar suits panic as the Dow dropped 22% in a single day. The smartest guys on Wall Street were running around like chickens with their heads cut off, and all I could […]