A train to nowhere?

Results analysis: Cordiant Digital Infrastructure

Undervalued assets and operations in the digital infrastructure space.

Accelerating Pathways to Net Zero: The Peterborough Project takes on Non-technical Barriers

The fossil-AI nexus: How petrostate capitalism and computing power drive infrastructure expansion

In a 2024 meeting of G7 business leaders in Rome, BlackRock CEO Larry Fink warned that the energy demands of artificial intelligence were be

AI Infrastructure Spending Surge: $725 Billion Buildout and $570 Billion in Debt Raise Systemic Risk Concerns

Morgan Stanley estimates AI-related global debt issuance will hit $570 billion in 2026, with hyperscaler spending exceeding $1 trillion by 2

Brightline off the rails? Financial woes, delayed loan lead to concerns for Vegas high-speed train

With a $6 billion loan pending from the federal government, the Brightline West project keeps getting more expensive. What's going on?

The Hidden Cost of Compute: Why AI Infrastructure Investment Is Misguided

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