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  • OIL - ENERGY MARKETS

​OIL -      ENERGY MARKETS 
&
             DATA CENTERS

TRENDS DOMINATING A,I.

10/12/2025

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ai.pdf
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TECH BILLIONARES DOOM PREP
HOW AI BUBBLE BUSTS
Game over for pure LLMs. Even Turing Award Winner Rich Sutton has gotten off the bus.One by one, all the big names have turned around. What should we do next?
Gary Marcus
The Supply Chain Chokepoints in Quantum 
sparkline-ai-capex.pdf
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what_gpu_pricing_can_tell_us_about_how_the_ai_bubble_will_pop.pdf
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Minsky Moments and AI CapEx
Surviving the AI Capex Boom 
Energy Realities and Climate Policies: Three Experts Speak
here
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    DATA CENTERS ARE NOT LIKE RAILROADS: CHARLES HUGH SMITH OF TWO MINDS BLOG
    File Size: 1178 kb
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    energy.pdf
    File Size: 134 kb
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