AI Runs on Energy — The Hidden Resource Behind the AI Supercycle
From GPUs to data centers, a structural analysis of how energy supply, geopolitics, and electricity costs shape the long-term economics of artificial intelligence.
The Energy Constraint of AI — Modeling the Impact of Oil and Power Costs on AI Infrastructure Economics
A scenario analysis of how energy price shocks linked to the Strait of Hormuz could reshape hyperscaler spending and the valuation of AI infrastructure companies.
