Eye On
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Overview
Eye On AI features a unique offering of news, insight, and data in the fast-moving artificial intelligence sector.
News
Big Tech is about to spend $700 billion on AI this year. No one knows where the buildout ends.
The hyperscalers are pouring unprecedented capital into chips, data centers, and power-but investors remain split on how long the surge can last.
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Fighting Words: The Energy Transition in 2026
This year we tackle the fiercest energy debates- from data centers and power prices to the
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Eye on the Market Outlook 2026: Smothering Heights
In this year's EOTM Outlook by Michael Cembalest, we focus on four risks: US power generation constraints, China on its own, Taiwan and hyperscaler profits.
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GRETA to Open a New Eye on the Nucleus
Researchers have completed major construction of the Gamma-Ray Energy Tracking Array.
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Coding is supposed to be genAI's killer use case. But what if its benefits are a mirage?
In a recent study, software developers vastly overestimated how much more efficient they were with AI help.
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