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Physical AI: The Hardest Frontier
Physical AI faces hurdles digital AI never had to. Real-world data is scarce, hardware is costly, and edge computing adds complexity. Even with powerful simulators, the “sim-to-real” gap keeps autonomy out of reach — many demos still rely on human “babysitters.” TheMarketAI Take: progress will come from modular systems — robots that master walking, grasping, or vision, not everything at once.
Oct 232 min read


TheMarketAI SC 15 Index Crushes Competition in August with 7.7% gain
n just its second month, the TheMarketAI SC 15 Index surged 7.67% — trouncing the Nasdaq, NVIDIA, and every major AI ETF. Once again, small-cap AI stocks are showing that the next wave of innovation may not come from Big Tech.
Sep 12 min read


AI’s Growing Pains: Why Data Center Bottlenecks Could Stall the AI Revolution
AI's rapid ascent faces a major hurdle: the infrastructure supporting it. Kevin Pang, an innovation strategist, highlights that hyperscale AI data centers take 3-6 years and $700M-$1.2B to build. Powering these behemoths is a huge challenge; the US grid's slow growth and increasing demand from AI and EVs are creating bottlenecks. Onsite power generation is also becoming crucial, signaling a shift in energy strategy. The AI revolution hinges on tangible resources, making energ
Jul 212 min read


Market Reacts Coolly to CoreWeave’s Acquisition of Core Scientific — Despite Big-Name Cheerleaders
CoreWeave’s stock slid after buying Core Scientific, even as bulls like Jim Cramer cheered. At TheMarketAI.com, we think investors wanted pure, explosive market share growth — and a vertical integration may be confusing the message.
Jul 143 min read


AI Hyperscalers Analysis - the supply chain of AI
Explore the booming AI hyperscaler supply chain, from Nvidia GPUs to massive data centers powering ChatGPT and beyond. As demand soars, even giants like AWS scramble, creating openings for players like CoreWeave. We break down this modern AI factory network and the billions flowing into it.
Jul 63 min read


Dan Ives Launches IVES AI Revolution ETF, reaches $100M in AUM in a week
Newly launched AI ETF by Dan Ives attracts $100M in one week. Is this the new true AI focused ETF?
Jun 192 min read
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