Chart of the Week: The AI Race Is Now a Spending Race
Not long ago, software companies built applications, while infrastructure companies built the rails. Ian says AI is now blurring those lines.
Posted by Ian King | Feb 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.
Posted by Ian King | Jan 21, 2026 | 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.
Posted by Ian King | Jan 7, 2026 | Artificial Intelligence, Daily Disruptor
Ian King says Nvidia’s CEO delivered more than just a product showcase at CES. He pointed to where artificial intelligence is headed next…
Posted by Ian King | Oct 30, 2025 | Artificial Intelligence, Daily Disruptor
A recent chart from the Fed is proof that even the most cautious economists realize AI could cause growth to accelerate exponentially.
Posted by Ian King | Sep 5, 2025 | Artificial Intelligence, Daily Disruptor
Ian King says Cathie Wood’s recent $46 million bet on biotech is just the tip of the iceberg as AI starts transforming this sector…
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