


Situational Awareness recorded a 67% loss in portfolio value due to a correction in AI-related stocks in July. The concentrated investment in overvalued AI infrastructure stocks and leverage contributed to the losses.
The U.S. clean energy capacity is projected to increase by 45 gigawatts (GW) this year, reaching a record high. The surge in power demand from artificial intelligence (AI) data centers, coupled with the impending expiration of tax credits for wind and solar energy...
In 2024, private investment in artificial intelligence (AI) in the US is projected to reach $109.1 billion, significantly widening the gap with Europe across funding, model development, and business utilization.