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Editorial illustration of an analyst reviewing changing AI infrastructure costs and financing assumptions while a large data-center project remains under construction.

The AI Stress Test May Be Starting Earlier Than Expe...

Staffan Carlsson

Aug 25, 2026

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6

The AI infrastructure boom is still attracting extraordinary amounts of capit...

A man receives an urgent payment request while an AI-generated face and voice-cloning graphic illustrate an AI-powered impersonation scam.

Scammers Are Using AI – Can Security Keep Up?

Staffan Carlsson

Aug 23, 2026

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7

AI is making fraud easier to personalize, automate and scale. The AI industry...

Editorial illustration of NVIDIA's expansion beyond GPUs into AI infrastructure, showing server hardware, power transmission, construction and a large data center campus.

NVIDIA Is Moving Beyond the GPU

Staffan Carlsson

Aug 22, 2026

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10

Within eleven days in August, NVIDIA announced plans for financing platforms ...

Editorial infographic illustrating the AI infrastructure race between Ohio’s long-term PORTS-Pike buildout and SpaceX/xAI’s faster compute expansion.

Stress-Testing the AI Race

Staffan Carlsson

Aug 19, 2026

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Ohio’s PORTS-Pike project expects its first major AI capacity in 2028. Elon M...

Editorial infographic about NVIDIA’s $105 billion guarantee structure for the PORTS-Pike AI project, showing OpenAI’s 20-year lease, 8 IT-GW capacity, financing risk and future AI infrastructure.

NVIDIA’s $105 Billion Guarantees - Who Really Carrie...

Staffan Carlsson

Aug 18, 2026

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10

NVIDIA is investing $1.5 billion in SB Energy and backing OpenAI’s enormous O...

Warm timber cabin workspace with ChatGPT and Codex on two monitors, overlooking fields, woodland and a small tractor in the distance.

How to use ChatGPT and Codex together – step by step

Staffan Carlsson

Aug 17, 2026

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9

Use ChatGPT and Codex together in a controlled workflow: discuss and scope th...

AI crawler access checkpoint illustrating allow, charge and block rules for online content

Cloudflare wants to charge AI crawlers – but can the...

Staffan Carlsson

Aug 15, 2026

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Cloudflare wants to let websites allow, block or charge AI crawlers when they...

Four-panel illustration showing financial markets, AI infrastructure financing, household finances and data center infrastructure.

NVIDIA is building a financial market around AI compute

Staffan Carlsson

Aug 15, 2026

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13

NVIDIA no longer just sells the technology behind the AI boom. Together with ...

Large data center and power infrastructure at dusk with communication satellites illustrated overhead.

How SpaceX’s AI infrastructure is growing

Staffan Carlsson

Aug 15, 2026

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8

Just a few years ago, xAI was a standalone AI company and SpaceX was primaril...

Publisher positioned between two digital rule systems for Cloudflare and Google, focused on AI control, SEO and web visibility.

When AI Control Becomes an SEO Decision

Staffan Carlsson

Aug 07, 2026

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11

Cloudflare wants to give publishers more control over AI crawlers. But when G...

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