Why 20 megawatts suits Britain better than a gigawatt

AI labs are reportedly looking at smaller, faster-to-build data centres – and Britain may be unusually well placed to benefit. Sam looks at why Rolls-Royce, Segro, and Volex could be worth watching as the AI infrastructure race changes shape.

Can AI actually find the best stocks?

Can AI really help you find the best stocks in the market? Sam explains how he built his own AI ranking and rating engine, what AI can’t do, and the crucial question most people overlook when building an investment system.

AI doomers don’t sleep in caravans

AI factories cost tens of billions to build, but the economics behind them could be far more powerful than the bears expect. Sam Volkering, Investment Director at Southbank Research, looks at rising GPU rental prices, the surprising longevity of older chips, and why any AI pullback could create opportunity.