Latest Insights on PHG
Chart of the Week: The AI Race Is Now a Spending Race 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.
The Next Bottleneck in the AI Boom Isn’t Chips January 28, 2026 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. 
Elon Musk’s Most Ambitious Infrastructure Play Isn’t Space or AI January 5, 2026 Daily Disruptor, Technology China's WeChat evolved from a messaging app into the backbone of everyday commerce. Could Elon Musk's X app have a similar goal for the U.S.?
Why Is Jeff Bezos Coming Back? November 24, 2025 Artificial Intelligence, Daily Disruptor, Technology Jeff Bezos grew Amazon Web Services into the most profitable cloud platform on the planet. Ian says his next move could be even bigger... 
Crypto Miners Are Pivoting to the New AI Goldmine October 27, 2025 Artificial Intelligence, Cryptocurrency, Daily Disruptor Ian has identified a bitcoin miner making a surprising pivot. If it succeeds, it could become the backbone of tomorrow’s AI economy...MEET OUR EXPERTS
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