Edge of Power
Edge Of PowerTechnology, power & industrial transformation. Deep dives into AI infrastructure & capital allocation.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 112 | Subscribers | Read | edgeofpower.org |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Applied Materials: AI Boom Already Priced In?
Breaking down margins, cash flow and the AI-driven demand behind Applied Materials.
Why IREN Is Buying 50,000 GPUs Without a New Contract
Inside the strategy behind IREN’s massive GPU expansion.
Caterpillar: Valued for an AI Infrastructure Supercycle
Industrial Multiples Are Expanding as Capital Rotates Out of SaaS
NVIDIA is bailing out $CRWV. Independence of Neoclouds is dead.
NVIDIA has officially solidified its transition toward a vertical trust model, utilizing CoreWeave as a vehicle for direct expansion into the cloud sector.
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Authors
The writers behind this newsletter.
Technology, power & industrial transformation. Deep dives into AI infrastructure & capital allocation. Not financial advice.
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