Bleeding Edge

The Bleeding Edge is the only free newsletter that delivers daily insights and information from the high-tech world as well as topics and trends relevant to investments.


The Impact of Artificial Intelligence on Energy Infrastructure

Asking a question on ChatGPT is estimated to take between 3 to 30 times more energy than a Google search. Garter estimates that half of all cloud data centers will use artificial intelligence by 2025. Despite the problem of not getting enough power in certain places, data center construction is still booming. More than 2,300 megawatts of data center...



The Nvidia Effect

At a $1 trillion valuation, Nvidia’s best days of growth are behind it… But just because we’re not investing in Nvidia does not mean we can’t profit from its success.