Thank Data Centers for America’s Blue-Collar Boom
A new Redfin survey found that a majority (53%) of Americans oppose building a data center in their area. A ...
Monday, July 27, 2026
Tag: Boom
Meet ‘Memi,’ the $3 trillion memory boom powering small-caps, emerging markets, and Japan
There’s a hot new sector fueling the stock market this year but you won’t find it on any official market ...
Mitsubishi takes over $7.5B in U.S. natural gas fields, deepening Japanese bet on LNG and AI boom
Mitsubishi officially became one of the largest natural gas producers in the U.S. on Wednesday, following a $7.5 billion deal ...
No escape from inflation: ‘Godzilla’ El Niño, AI boom, tariffs, and fuel crunch to keep prices high
Oil prices have retreated as the U.S.-Iran war recedes, despite occasional skirmishes, but inflationary trends will continue to apply pressure ...
We assume tech clusters form around talent, but the AI boom is increasingly chasing cheap power — how Northern Virginia, Iowa and Ireland became data-centre capitals
Where the internet physically lives is being redrawn, and what’s pulling it isn’t engineers — it’s electricity. Across the industry, ...
The defense tech boom has become a bubble—or it will be soon
Drones, missiles, and warships were, for a long time, deemed uninvestable in Silicon Valley—or, at minimum, contentious. Consider 2018: Googlers ...
EU-China trade tensions collide with air-conditioner boom
PARIS, FRANCE - JUNE 24: Pedestrians use umbrellas to shield from the sun as record-breaking high temperatures continue in Paris ...
Dell’s AI boom is real, but so is the profit margin hit nobody is pricing in
Michael Dell is having a banner year. His eponymous company is a key supplier in the data center buildout, selling ...
Dell Drops 6%, Western Digital Rises 5% as the Memory Boom Splits the AI Hardware Trade
Quick Read Dell fell 6% and Western Digital surged 5%, splitting the AI trade between memory sellers gaining pricing power ...
Chart of the Week: The AI Boom Is Running Into a Wall
I seem to write about data centers a lot in the Daily Disruptor. And for good reason. They’re where hundreds of ...
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