Why the Commodity Bull Market Is Just Beginning
THE SO WHAT
If we’re early in a commodity bull market with questions around US shale and gold path dependency, input costs for energy, metals, and ag could grind higher for years. Treat this as a planning assumption — lock in long-term supply where possible and stress-test your model against sustained high resource prices.
READ THE SOURCE
MORE FROM THE WIRE
Deep & Emerging TechHardware wallet maker Ledger says the $86M+ theft from hundreds of its wallets involved devices sold by reseller CryptoBilis and confirms a "hardware implant"
A confirmed hardware implant in Ledger devices sold via a reseller — with $86M+ drained — is a brutal reminder that supply chain is the real attack surface in crypto and hardware. If you ship or rely on secure devices, tighten channel controls, add tamper-evidence and inbound hardware audits, and assume third-party resellers are a live risk, not a formality.
Deep & Emerging TechBain’s Bridge Data Centres Seeks to Upsize Loan to $6.6 Billion
A $6.6 billion loan for Bridge Data Centres is a reminder that hyperscale and AI data center buildout is now financed like long-lived infrastructure, not traditional IT. If you're planning AI-heavy growth, treat power, land, and long-term colo contracts as strategic constraints you solve alongside model and product choices.
'SNL' takes aim at Kevin O’Leary and his Utah data center: 'I'm going to make the future go away’
When data centers become late-night comedy fodder, local opposition and political scrutiny are now a real line item in project risk. If you're planning large AI infra builds, treat community narrative and permitting strategy as core execution work, not afterthought PR.
Deep & Emerging TechUkraine Has Dealt a Big Blow to Russia’s AI and Cloud Infrastructure
Strikes on AI and cloud infrastructure highlight that data centers are now treated as strategic assets in conflict, not just commercial utilities. For operators running critical workloads, geopolitical risk and physical resilience of compute locations belong in the same conversation as latency and cost.