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Credit & Consequence: Pressure, Uncertainty, and Opportunity

Credit & Consequence: Pressure, Uncertainty, and Opportunity

The latest edition of Credit & Consequence brings together Cardiff’s William Stern and Dean Lyulkin to make sense of an economy that’s sending mixed signals. On the surface, retail sales data and corporate revenues look relatively healthy. But Stern...
The AI infrastructure boom is bigger than GPUs

The AI infrastructure boom is bigger than GPUs

For the past two years, conversations about artificial intelligence have focused almost entirely on computing power, specifically the specialized chips used to train AI models. Companies with the greatest access to chips were widely viewed as the ones best positioned...