Jefferies’ Chris Wood called Japan’s crash and the U.S. housing bubble. He’s now warning of an ‘AI capex arms race’ | Fortune

Christopher Wood has a track record of spotting speculative bubbles. He called the dotcom boom, Japan’s credit bubble and the U.S. housing bubble before many of his contemporaries.…

Read more Jefferies’ Chris Wood called Japan’s crash and the U.S. housing bubble. He’s now warning of an ‘AI capex arms race’ | Fortune

AI’s power and water consumption is worrying the agriculture sector: ‘Don’t forget that it is also required for us to grow food’ | Fortune

Nations around the world are rapidly building out the infrastructure needed to take part in the AI boom–including massive, multibillion dollar investments in data centers, which house and…

Read more AI’s power and water consumption is worrying the agriculture sector: ‘Don’t forget that it is also required for us to grow food’ | Fortune