Reference
Plain-English explainers on the people, products, laws, and concepts that come up in our coverage. Updated as new terms become unavoidable.
Morgan Stanley projects $1.3 trillion of data center capex in 2027, Goldman Sachs $1.01 trillion, and JPMorgan about $1 trillion. The figures count slightly different things, and all three have been revised upward this year.
Blackwell is the GPU architecture behind Nvidia's B200, GB200, and Blackwell 300 chips that now drive most of its data-center revenue. Here is what is in it and why it matters.
The Digital Asset Market Clarity Act would split crypto oversight between the SEC and CFTC and define when a token is a security. Here is what it actually does.
"Frontier model" is the term governments and labs use for the largest, most capable AI models. Here is the working definition and why the line keeps moving.
A hyperscaler is one of the handful of cloud providers operating at a scale that reshapes markets just by their purchasing decisions. Here is who they are and why their capex matters.