AI Economics Archives

By late 2024, during routine year-end portfolio reviews, many global portfolios showed an unusual feature: a large share of their growth exposure was effectively tied to a small group of U.S.…

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4 min

Business & Markets

The Hidden Cost of AI Infrastructure: What Capex Numbers Don’t Show

December 9, 2025

AI infrastructure spending is often described through headline capital expenditures: billions committed to GPUs, data centers, and networking gear. Those numbers feel concrete and reassuring to investors, executives, and planners…

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Go Deeper

4 min

Business & Markets

AI’s Capex Surge: Supercycle or Bubble?

December 1, 2025

Capital spending on AI infrastructure has accelerated faster than almost any recent technology wave. Microsoft, Alphabet, Meta, and Amazon — the four largest drivers of AI infrastructure investment — are now…

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AI Economics

Why Global Investors Are Looking to Chinese AI as U.S. Tech Valuations Stretch

The Hidden Cost of AI Infrastructure: What Capex Numbers Don’t Show

AI’s Capex Surge: Supercycle or Bubble?

Invisible Work: The Labor AI Systems Don’t Eliminate

The Rise of Human Fallback Labor in AI-Driven Work

What Audiences Are Actually Trusting When They Follow a Virtual Influencer

Why Platforms Quietly Govern Virtual Influencers Differently

The Human Work Required to Run a “Synthetic” Influencer

When Virtual Influencers Stop Being Cheaper Than Humans

What Virtual Influencers Actually Are — And Why They Exist

What Hyundai’s CES 2026 AI Robotics Reveal Signals About the Shift From Robot Demos to Real Deployment

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