Tag: AI-fueled momentum driving global stock performanc
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2026-05-25 • The digital economy’s irony: reliant on physical resources. AI drives stocks, with a shift to hardware. Energy infrastructure dictates AI’s future.
Morning Intelligence – The Gist The digital economy’s deepest irony is its tether to the physical earth. AI momentum drives global stock performance, shifting into a brutal hardware race. Today, Huawei introduced the ‘Tau (τ) Scaling Law,’ bypassing Moore’s dying physical limits via time-based…