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Latest Insights on DVY

How will Big Tech's spending spree affect the future of AI? Chart of the Week: The AI Race Is Now a Spending Race February 12, 2026 by Ian King Artificial Intelligence, Daily Disruptor Not long ago, software companies built applications, while infrastructure companies built the rails. Ian says AI is now blurring those lines.
How can the U.S. deal with the coming electricity crisis? The Next Bottleneck in the AI Boom Isn’t Chips January 28, 2026 by Ian King Artificial Intelligence, Daily Disruptor Two years ago, Elon Musk predicted electricity shortages would be the next bottleneck for advancing of AI. According to Ian, he was right.
How does today's AI boom remind Ian of the late 1990s? I’ve Seen This Set-Up Before January 21, 2026 by Ian King Artificial Intelligence, Daily Disruptor Today's tech giants are starting to borrow more to support AI growth. Ian King sees an uncomfortable parallel to WorldCom in the late 1990s.
What do the advances in agentic AI tell us about "Convergence X"? Agentic AI Finally Gets to Work September 26, 2025 by Ian King Artificial Intelligence, Daily Disruptor Back in January, Ian King predicted 2025 would be the year of agentic AI. After a wild September, his prediction is coming true...
Did China just change the course of the AI race? China’s Secret Project Could Reshape the AI Race September 8, 2025 by Ian King Artificial Intelligence, Daily Disruptor China recently confirmed a “secret” project is in the works. Ian King believes this machine could change the course of the AI race.

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