macroinsightlab

AI electricity demand connected to GPUs, data centers, and power grid infrastructure

AI Electricity Demand: The Critical Power Constraint Investors Cannot Ignore

Every AI prompt feels almost weightless. A question is typed, and an answer appears within seconds. From the user’s perspective, artificial intelligence looks like pure software. Behind that simple interaction, however, is a physical system of GPUs, servers, networking equipment, cooling systems, backup power, and data centers connected to the electricity grid. This is why […]

US consumer spending 2026 and rising affordability challenges

US Consumer Spending 2026: Strong Spending, Weak Affordability

American consumers are still booking summer trips, attending concerts, and spending on seasonal events. Retail trends such as “Summerween” also suggest that shoppers remain willing to spend when a purchase feels timely, social, or emotionally rewarding. But visible spending does not necessarily mean household finances are improving. Many Americans are paying more for housing, insurance,