Goldman Sachs - Janmuse

The Power Hunger: How AI is Rewiring Our Physical Reality

September 15, 202617 min read

We are told that AI is a cloud-based revolution, but the truth is buried in the grid. As AI token use explodes, the demand for electricity is reaching a breaking point. From the massive capital expenditures of hyperscalers to the growing local pushback against energy-hungry server farms, this docume

Special Press

The Trillion-Dollar Bet: Inside Anthropic’s High-Stakes IPO Gambit

September 7, 202618 min read

As the AI arms race hits a fever pitch, Anthropic is positioning itself for a historic market entry. We break down the $15 billion credit expansion, the maneuvering of Wall Street titans like Morgan Stanley and Goldman Sachs, and what a $2 trillion valuation implies for the future of artificial inte