Capital Unpacked Research
Articles & Analysis
Long-form research and companion analysis on artificial intelligence, infrastructure, companies, strategy and markets.
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OpenAI’s $70B Run Rate Has a Massive Infrastructure Problem
OpenAI’s near-$70B annualized revenue run rate is a huge growth signal. The harder question is whether infrastructure economics can keep up.
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The AI Power Crisis: Who Is Really Getting Rich?
AI is becoming an electricity and infrastructure story. Here is who may capture value as data-center power demand accelerates.
