Future Today Strategy Group

Back in November 2021, we flagged a signal that, at the time, seemed strange: Microsoft was hiring for nuclear technology engineering. The company known for word processing was recruiting nuclear engineers? What could this mean? About a year later, OpenAI released ChatGPT, and it all made sense. AI requires a huge amount of energy. The companies building it were going to need...

Nvidia is reportedly talking with insurers about a new kind of coverage that could make it easier for smaller cloud-computing companies to borrow money to buy AI chips. The idea is simple: if a borrower cannot repay its loan and the chips it bought are worth less than expected, insurance could cover part of the lender’s loss. This is important because the next stage of the AI...