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{"title":"Why AI Bubble Worries Are Growing","content":"Jensen Huang, CEO of chip leader Nvidia, has become the poster child for AI-driven market euphoria: his company’s stock roughly tripled in two years. On an earnings call he quickly pushed back against talk of an AI bubble, saying Nvidia sees something very different. That defensive posture is common — many with the most to gain insist critics are misreading the moment. White House adviser and investor David Sacks has called this an “investment super-cycle.” Ben Horowitz pointed to demand forecasts that, in his view, don’t fit a bubble narrative. JPMorgan’s Mary Callahan Erdoes called AI spending revolutionary for corporate operations rather than speculative.

{“title”:”Desert Sun: Morocco’s Noor and the Limits of Big Solar”,”content”:”On a high plateau beneath the Atlas Mountains, near the Sahara’s edge, the Moroccan city of Ouarzazate is home to Noor — one of the world’s largest solar power complexes. Spread across nearly 500 hectares, Noor produces enough electricity to supply more than a million homes, but it does so with concentrated solar power rather than conventional rooftop panels. Two million mirrors focus sunlight onto a central receiver atop a 247-meter tower; the concentrated rays heat molten salt to about 600 °C (1,112 °F). That heat generates steam to run turbines and, critically, can be stored to keep producing electricity hours after sunset.

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