Tom Murphy

A new analysis by Robert T. Nachtrieb and Steven J. Smith warns that AI's electricity demand, growing at 0.127 yr⁻¹ since 2015 and accelerating to 0.15 yr⁻¹ over the last five years, is on track to ma…

Alphabet executed an $85 billion share sale and SpaceX completed a record $75 billion IPO, with aggregated AI capex estimates rising into the hundreds of billions for 2026. SpaceX bond paper losses wi…