Archive • TVI Newsletter • Buttondown

AI Demand Exploded as Oil and Rates Pushed Back (Week of 2026-09-05 to 2026-09-11)

September 12, 2026

Editor's Note The AI infrastructure boom became easier to see this week, and so did its cost. Oracle has enormous demand, but negative free cash flow and...

AI Demand Got Bigger, And So Did The Rate Problem (Week of 2026-08-29 to 2026-09-04)

September 5, 2026

Editor's Note The period started with disputed rate-hike odds and ended with stronger jobs, high services prices, and expensive energy keeping a September...

AI Demand Was Real, But the Bottlenecks Got Real Too (Week of 2026-08-22 to 2026-08-28)

August 29, 2026

Editor's Note This week made the AI buildout feel less like a story and more like a physical supply chain. Nvidia delivered huge growth, IREN showed how fast...

The AI Moat Is Moving From Chips to Capital (Week of 2026-08-15 to 2026-08-21)

August 22, 2026

Editor's Note AI demand became more tangible this week, expressed through long-term contracts, power commitments, custom silicon partnerships, and financing...

AI Infrastructure Meets the Cost of Capital (Week of 2026-08-08 to 2026-08-14)

August 15, 2026

Editor's Note AI demand moved from an industry forecast to a contracting, pricing, and financing story. Compute capacity is increasingly being presented as...