This week at the World Economic Forum in Davos, a long-suspected truth about artificial intelligence infrastructure was stated plainly on the global stage. The limiting factor for AI is not chips. It is power. That observation, articulated publicly by Elon Musk , reflects a reality that Data Power Supply has been building toward for some time — and one that is now becoming impossible for the broader market to ignore. In many ways, what was said in Davos sounded less like a pr

If the chatter is to be believed—and increasingly, it should be— GPT-5 is coming. Soon.  Whether it arrives in July 2025 or later in the...