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Whether they’re planting pecans in Georgia or corn in Iowa, American farmers are struggling. On top of perennial challenges, they’ve had to contend with a trade war and now a real war, which has pushed up fuel and fertiliser prices. It would be easy to blame Donald Trump for the downturn. Read why rural America largely does not.
As demand for AI soars, the industry is struggling to keep up. There are a few bottlenecks, but the crux of the problem is that companies along the AI supply chain are investing far less than the hyperscalers (such as Amazon and Meta) in expanding their capacity. Our analysis looks at planned capital spending of chip manufacturers and other hardware suppliers, and finds that the squeeze on capacity looks set to worsen. | 
