Market News & Analysis

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Market Analysis
December 2, 2025

Cyber Week 2025: Up USD 5bn and 230% - Was AI Compute the Real Winner?

While retailers celebrated record-breaking sales during Cyber Week 2025, the infrastructure powering AI shopping assistants may have been the event's true beneficiary. Our analysis reveals that comput...

Signwl Research Desk
6 min read
GPUMarket AnalysisRetail
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Market Analysis
November 14, 2025

JP Morgan Says AI Needs $650 Billion to Justify the Build-Out. It Looks Like AI Agents Alone Could Deliver That.

JP Morgan's recent infrastructure report sent ripples through the investment community: the AI industry must generate 650 billion dollars in annual revenue to deliver even a 10 percent return on the u...

Signwl Research Desk
4 min read
GPUMarket AnalysisCapacityMarket Trends
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