October 6th, 2026

A drilling crew in Utah punched through three miles of granite in 16 days, a job the Department of Energy said should take 64. Google signed a 15-year, 150-megawatt contract for this energy source, and the five largest tech companies on Earth are following with nine-figure checks as investment surges 100-fold. America faces a 49-gigawatt power shortfall by 2028…

McKinsey projects nearly $7 trillion could pour into a new global infrastructure buildout by 2030 - larger than the annual economies of Japan, Germany, and India combined. Weiss Ratings' Chief Venture Strategist Chris Graebe says surging demand for a resource he calls Computium is the trigger behind this massive spending wave, and he's identified the lesser-known companies positioned to benefit…

George Gilder believes today's AI data centers could become tomorrow's typewriters - replaced by a single wafer-scale chip that does in minutes what current AI needs days to finish. Unlike conventional chips cut from silicon wafers, this technology uses the entire wafer as one giant chip, running on a fraction of the power. Gilder won't name the company publicly…