Forces of AI Are Releasing a Capex Boom, Rosenberg Says
THE SO WHAT
If BlackRock is calling AI a capex boom and “incredible wealth effect,” your cost of capital and competition for build-out resources are about to change. Lock in power, land, and long-lead infra now — waiting means paying AI-premium prices later.
READ THE SOURCE
MORE FROM THE WIRE
Applied AI‘We need an AI that places humanity first’: Microsoft AI CEO outlines hopes to build “humanist superintelligence” - and has seven new models to help him do it
“Humanist superintelligence” is a narrative move—tying a seven-model lineup to a values frame that enterprises can sell internally. If your AI roadmap doesn’t have a clear ethical story attached, procurement and regulators will increasingly treat you as the risky option, regardless of raw capability.
Applied AIThe 6% solution is gone: How overcrowded AI-powered trading has erased investors’ advantage
Alpha from off-the-shelf AI trading is already arbitraged away — when everyone runs similar models, edge collapses to zero. If you're in markets, your moat is proprietary data and execution plumbing, not “using AI” to pick stocks.
Applied AI'Stop duct-taping human email into machine workflows' — Hostinger unleashes Agentic Mail to fix the biggest bottleneck in AI automation
Email is finally being treated as a machine interface — real-time automation, webhooks, and controlled workflows turn inboxes into APIs for agents. If your ops still depend on humans triaging shared mailboxes, you're the bottleneck in your own automation roadmap.
Ex-Google executive Mo Gawdat offers advice for job seekers in the age of AI
If you believe 30% of roles in some sectors are gone by 2028, your hiring and upskilling plans are already miscalibrated. Optimize for people who can orchestrate systems — not just operate tools — or you’ll be overstaffed with the wrong skills in three years.