ECONOMY Shrinivas G ECONOMY Shrinivas G

Sell the shovels

Most of the money in the AI boom is being made by companies that make no AI at all. The pattern is 170 years old. Here is how to find your place in it.

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ECONOMY Shrinivas G ECONOMY Shrinivas G

AI runs on electricity

The International Energy Agency says data centre electricity use grew far faster than everything else last year. Here is why that matters for prices and for the next decade of energy.

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ECONOMY Shrinivas G ECONOMY Shrinivas G

The AI building boom

The money going into AI data centres this year is larger than most countries' economies. Here is what that spending is, where it goes, and why a small business should care.

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