AI / Software
7 articles filed under AI / Software, newest first.
Canada’s AI Compute Push and the Power Question
Ottawa has committed about C$2.9 billion to AI compute. Alberta, Quebec and Ontario are deciding who gets the electricity to run it.
Copper and the AI Buildout: Data Centres, the Grid and the Supply Gap
Data centres use about 27 tonnes of copper per megawatt in one BHP case study. Here is how that sits against grid needs, IEA and ICSG forecasts and 2026 prices.
AI Data Centres and Power Demand: What It Means for Uranium
The IEA expects data centre power use to roughly double by 2030. Here is how tech company nuclear deals translate, or do not, into uranium demand.
Gold and AI: Can a Tech Boom and a Safe-Haven Metal Rally Together?
A dated look at gold, the Nasdaq and real yields in 2026: when they moved together, when they split, and the mechanisms behind each.
AI Infrastructure Stocks: The Small Cap Supply Chain
How the 2026 AI buildout is driving order growth in power, cooling, and networking, and where small cap infrastructure value is being created.
Where Did Cerence AI Go Wrong?
In early January, I set out to compare SoundHound and Cerence AI, two companies at the forefront of conversational AI. Cerence’s recent collaboration with…
The VERSES AI Benchmark Result, Examined
“The stock is not the company, the company is not the stock.”, Jeff BezosOther categories
The μ Letter
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