Category
Technology
5 visual stories
Charted: Goldman Sachs Puts 2027 AI Capex at $961B — Chips and Data Centers
Goldman's Tracking Trillions model: $661B on compute and $300B on data centers in 2027, rising to $808B and $353B in 2028. A scenario framework — not a forecast — but the clearest public split of the AI build-out.
Jul 28, 2026
Charted: 60,000 Delivery Robots — and China Owns 88% of Them
Neolix and Zelos operate 45,000 road-legal robovans while Starship, Serve, and Coco fight over 7,500 sidewalk bots. The global last-mile robotics race looks nothing like Western headlines suggest.
Jul 28, 2026
Charted: The Real AI GPU Bottleneck — HBM Memory & CoWoS Packaging, Not 3nm Fabs
TSMC CoWoS is sold out through 2026 while HBM hits $46.7B — SK hynix, Amkor, and OSAT partners matter more than another fab line. 27 sourced supply-chain records across capacity, demand, and allocation.
Jul 10, 2026
Charted: How Many Tokens Are Major AI Brands Processing? (2022–June 2026)
OpenAI, Google, Anthropic, Microsoft, Meta, Amazon Bedrock, xAI, and Cohere — 352 monthly estimates from the ChatGPT launch era through June 2026. Token volume exploded faster than revenue headlines suggest.
Jul 10, 2026
Mapped: The Global AI Data Center Boom — 107 Megaprojects Racing for Power
Stargate, Meta Hyperion, xAI Colossus, and 100+ more — every major AI data center build tracked by site, country, cost, IT load, and completion timeline.
Jul 5, 2026