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Latest Insights on SFM

What are hyperscalers doing to deal with the power bottleneck? The AI Race Is Becoming a Power Race
by Ian King March 9, 2026 Artificial Intelligence, Daily Disruptor
Ian explains why AI companies are no longer assuming that the power grid will keep up and what they are doing about it.
How will Big Tech's spending spree affect the future of AI? Chart of the Week: The AI Race Is Now a Spending Race
by Ian King February 12, 2026 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 is the U.S. approach to energy setting up the future of global energy use? Chart of the Week: Two Superpowers, Two Energy Futures
by Ian King January 29, 2026 Daily Disruptor, New Energy
Ian shares two charts showing two competing visions for how the global economy gets powered over the next several decades.
How can the U.S. still lead the global clean energy race? Green Energy is Dead. Long Live Green Energy!
by Ian King November 19, 2025 Daily Disruptor, Green Energy
Ian has an issue with a NYT article that glosses over a potentially huge opportunity for the U.S. to lead the next global clean energy wave.
Can Ford ignite another U.S. manufacturing revolution? Ford’s Second Model T Moment
by Ian King August 20, 2025 Daily Disruptor, Technology
Ford is attempting another manufacturing revolution. But Ian King says this time the stakes are even higher than they were with the Model T.

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