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Posts tagged AI

Podcast: Brian Mushonga and Will Thrower

Hyperscaler capex is hitting its physical limits.

Companies, Investing, PodcastsGraham Rhodes20 March 2026AI, Hypergrowth, Clean Energy, Vertiv, Nvidia, Semiconductors

2Q25 Letter

AI is moving from Hype to Habit.

Investing, Longriver, CompaniesGraham Rhodes9 July 2025Meta, Microsoft, TSMC, Nvidia, Amazon, Alphabet, OpenAI, AI