Daily Disruptor

Chart of the Week: The Other Side of the AI Trade

Ian says AI isn’t just a U.S. story. This week’s chart shows some of the biggest beneficiaries of the AI boom could be overseas.

The last time a technology changed the world, many companies at the center of the boom got wiped out. Ian explains why it could happen again.

Micron’s mind-blowing earnings prove that AI has become incredibly hungry for memory. Ian explains why that appetite is only getting bigger.

More than 1.4 billion people use the “everything app” WeChat every month. What will it take to build something similar in the U.S.?

Some data centers being announced today may take a lot longer to come online than you might expect. Ian shares a chart that explains why.

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