by alleex
Morning Briefing
- AI infrastructure funding hit $9.8 billion in the first three quarters of 2026, with major capital going to cloud and data-center scale players.
- CoreWeave and Nscale each secured $2 billion in Q1 2026, signaling continued investor confidence in high-performance AI compute.
- Only 27–30% of U.S. work hours are likely to be automated in the next five years, despite 57% being technically automatable.
- Data centers face growing strain as AI demand pushes power needs, with electricity consumption up 40% in five years.
