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📈#113: Why Big Tech just spent $448B in 1 year to own the AI era

Apr 21, 2026

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3 min read

Newsletter Insights

Rwazi Insights

📈#112: The worst monthly inflation jump in 4 years just landed

Apr 14, 2026

•

13 min read

Newsletter Insights

Rwazi Insights

📈#111: U.S. data center market share just changed with Texas +142%, Virginia -35%.

Apr 7, 2026

•

12 min read

Most Recent Editions

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📈#109: Oil at $110, diesel past $5, and the war repricing everything

Newsletter Insights

📈#108: The AI arms race is swallowing the world's chips

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📈#106: Why global shipping rates just crashed 23%

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📈#105: U.S. captures 79% of AI capital as Walmart takes a $330M automation pivot

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📈#104: Why global brands will spend $44B on creator ads in 2026

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📈#103: Inside Meta’s $90B metaverse loss & its $19.2B pivot

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📈#083: Inside the $120 billion cloud war

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📈#082: Why $12.8T Eastern Europe economy is outperforming Western markets

Sep 2, 2025

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📈#081: Why 48% of US freight (worth trillions) just changed hands

Aug 26, 2025

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📈#080: India just grabbed 44% of China's smartphone business in 12 months

Aug 19, 2025

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📈#078: Inside the 426B liters, 33.7% market share & $5.6B partnership

Aug 5, 2025

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📈#076: Why global businesses bet $648B on this one consumer trend

Jul 22, 2025

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📈#075: Airfares drop 5.3% while online searches hit 19.7B daily

Jul 15, 2025

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Newsletters

Curated deep dives, more perspectives — all in one place

📈#113: Why Big Tech just spent $448B in 1 year to own the AI era

📈#112: The worst monthly inflation jump in 4 years just landed

📈#111: U.S. data center market share just changed with Texas +142%, Virginia -35%.

Most Recent Editions

📈#109: Oil at $110, diesel past $5, and the war repricing everything

📈#108: The AI arms race is swallowing the world's chips

📈#106: Why global shipping rates just crashed 23%

📈#105: U.S. captures 79% of AI capital as Walmart takes a $330M automation pivot

📈#104: Why global brands will spend $44B on creator ads in 2026

📈#103: Inside Meta’s $90B metaverse loss & its $19.2B pivot

Popular Editions

📈#083: Inside the $120 billion cloud war

📈#082: Why $12.8T Eastern Europe economy is outperforming Western markets

📈#081: Why 48% of US freight (worth trillions) just changed hands

📈#080: India just grabbed 44% of China's smartphone business in 12 months

📈#078: Inside the 426B liters, 33.7% market share & $5.6B partnership

📈#076: Why global businesses bet $648B on this one consumer trend

📈#075: Airfares drop 5.3% while online searches hit 19.7B daily

Deepen your decision-making,

With high-signal sector intelligence on global markets, you stay ahead and drive smarter decisions.

Unlock full access

Complete market intelligence suite built for you, including executive playbooks, data reports and more.

Stop Guessing. Start Scaling.

Download the H1-2025 Report for precision-driven data from the world's fastest-moving markets.

Archives

📈#104: Why global brands will spend $44B on creator ads in 2026

📈#103: Inside Meta’s $90B metaverse loss & its $19.2B pivot

📈#102: The end of cheap shipping and the true cost of AI

📈#101: The Cloud is dead (Long live the Edge), says our 2026 prediction

📈#100: In 2026, Asia remains the bright spot in a cooling global economy

📈#099: Why the "Kingmaker" era is over for tech (Investment drops to 7%)

Market Mosaic

Newsletters

Curated deep dives, more perspectives — all in one place

📈#113: Why Big Tech just spent $448B in 1 year to own the AI era

📈#112: The worst monthly inflation jump in 4 years just landed

📈#111: U.S. data center market share just changed with Texas +142%, Virginia -35%.

Most Recent Editions

📈#109: Oil at $110, diesel past $5, and the war repricing everything

📈#108: The AI arms race is swallowing the world's chips

📈#106: Why global shipping rates just crashed 23%

📈#105: U.S. captures 79% of AI capital as Walmart takes a $330M automation pivot

📈#104: Why global brands will spend $44B on creator ads in 2026

📈#103: Inside Meta’s $90B metaverse loss & its $19.2B pivot

Popular Editions

📈#083: Inside the $120 billion cloud war

📈#082: Why $12.8T Eastern Europe economy is outperforming Western markets

📈#081: Why 48% of US freight (worth trillions) just changed hands

📈#080: India just grabbed 44% of China's smartphone business in 12 months

📈#078: Inside the 426B liters, 33.7% market share & $5.6B partnership

📈#076: Why global businesses bet $648B on this one consumer trend

📈#075: Airfares drop 5.3% while online searches hit 19.7B daily

Deepen your decision-making,With high-signal sector intelligence on global markets, you stay ahead and drive smarter decisions.

Unlock full accessComplete market intelligence suite built for you, including executive playbooks, data reports and more.

Stop Guessing. Start Scaling. Download the H1-2025 Report for precision-driven data from the world's fastest-moving markets.

Archives

📈#104: Why global brands will spend $44B on creator ads in 2026

📈#103: Inside Meta’s $90B metaverse loss & its $19.2B pivot

📈#102: The end of cheap shipping and the true cost of AI

📈#101: The Cloud is dead (Long live the Edge), says our 2026 prediction

📈#100: In 2026, Asia remains the bright spot in a cooling global economy

📈#099: Why the "Kingmaker" era is over for tech (Investment drops to 7%)

Market Mosaic

Deepen your decision-making,

With high-signal sector intelligence on global markets, you stay ahead and drive smarter decisions.

Unlock full access

Complete market intelligence suite built for you, including executive playbooks, data reports and more.

Stop Guessing. Start Scaling.

Download the H1-2025 Report for precision-driven data from the world's fastest-moving markets.