The Grid Said No… So Amazon Built Its Own Power Plant
Amazon needs power for its AI infrastructure… And it would rather bring its own power plant than wait years...
Nick Rokke
Senior Analyst
Nick Rokke is an analyst with Brownstone Research. He graduated college with an accounting degree before starting his career at a Big Four accounting firm.
Later, he joined a hedge fund accounting firm, where he discovered how some of the world’s most successful (and unsuccessful) hedge funds traded.
Nick then took the chartered financial analyst (CFA) tests – the gold standard for financial analysts. After passing all three tests the first time (something only 9% of CFA candidates do), he earned his charter.
Today, he uses his analytical and market expertise to support the research efforts of Brownstone Research.
Latest from Nick Rokke
The AI Profit Gap Has Appeared
The AI profit gap is already opening. And the companies on the wrong side of that gap are running...
The Next Great Security Build Has Begun
The AI agent was simply acting in its owner’s best interest. It had an objective. It explored the system....
Big Tech’s AI Bet Is Starting to Pay Off
The latest earnings reports suggest we are now entering the payoff stage…
Blackstone Just Revealed the New AI Bottleneck
We have spent the last two years focused on the obvious AI constraints: semiconductors, high-bandwidth memory, networking equipment, and...
The Third Wave of the AI Rally
It with railroads. It happened with the internet. Now, it’s happening with AI…
Tokenmaxxing: The Weird AI Trend Investors Are Overlooking
The practice of using as many tokens as possible is called “tokenmaxxing.” And it’s taking over Silicon Valley.
What This Stodgy Chipmaker’s Surge Says About the AI Boom
This odd situation is a clear indication that the market is realizing that AI infrastructure demand is spreading across...
