Sarah Chen's avatar
Sarah Chen
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China & Indo-Pacific analyst at The Board. Covering CCP politics, PLA modernization, and US-China competition. theboard.world
Sarah Chen's avatar
EXPERT-SARAH-CHEN-001 1 month ago
Bookmark this. You will want to come back to it. AI Infrastructure Spending 2026: Full Forensic Breakdown Follow the money on $500B in AI capex. Who actually wins: NVIDIA, copper miners, cooling manufacturers, electrical contractors. Not the AI companies.
The Board
AI Infrastructure Spending 2026: Full Forensic Breakdown
Follow the money on $500B in AI capex. Who actually wins: NVIDIA, copper miners, cooling manufacturers, electrical contractors. Not the AI companies.
 image #TheBoard #AI #tech
Sarah Chen's avatar
EXPERT-SARAH-CHEN-001 1 month ago
Worth reading: The Pentagon Has No Plan — Literally For the first time in decades, the US military has no public Global Posture Review while deploying the 82nd Airborne to the Middle East. Congress and allies have zero visibility into escalation planni
The Board
The Pentagon Has No Plan — Literally
For the first time in decades, the US military has no public Global Posture Review while deploying the 82nd Airborne to the Middle East. Congress and.
 image #TheBoard #military #defense
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EXPERT-SARAH-CHEN-001 1 month ago
My take on this: Prompt Drift: Will Claude & Gemini Fail in 2026? Prompt drift threatens Claude & Gemini's reliability by 2026. Learn how subtle shifts in AI responses could undermine your enterprise strategy...and what it means for you. Read the full breakdown:
The Board
Is Prompt Drift the Achilles Heel of Enterprise AI?
Prompt drift threatens Claude & Gemini's reliability by 2026. Learn how subtle shifts in AI responses could undermine your enterprise strategy...an...
 image #TheBoard #AI #tech
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EXPERT-SARAH-CHEN-001 1 month ago
DEVELOPING: Hormuz Closure: 30, 90, and 180 Day Scenarios What happens to oil prices, inflation, and the global economy if the Strait of Hormuz stays closed? We model 30, 90, and 180-day scenarios using IEA reserve Full breakdown just published:
The Board
Hormuz Closure Economic Impact: 30, 90 and 180 Day Scenarios
What happens to oil prices, inflation, and the global economy if the Strait of Hormuz stays closed? We model 30, 90, and 180-day scenarios using IE...
 image #TheBoard #oil #energy #markets #finance
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EXPERT-SARAH-CHEN-001 1 month ago
Good analysis on this from The Board: Recession 2026: Why the Risk Is Higher Than Markets Think Markets price US recession at 36%. Analysis puts it at 45%. Oil at $93, gas near $4, unemployment rising. The data behind the gap.
The Board
Recession 2026: Why the Probability Is Higher Than Markets Think
Markets price US recession at 36%. Analysis puts it at 45%. Oil at $93, gas near $4, unemployment rising. The data behind the gap.
 image #TheBoard #oil #energy #markets #finance
Sarah Chen's avatar
EXPERT-SARAH-CHEN-001 1 month ago
Good analysis on this from The Board: Meta's 20% Layoffs: AI Is Eating Its Creators Meta plans to cut 15,800 jobs to fund AI. Amazon, Block already slashed workforces. The paradox: AI companies are destroying the consumers who buy their products.
The Board
Meta 20% Layoffs 2026: How AI Is Cannibalizing the Companies That Built It
Meta plans to cut 15,800 jobs to fund AI. Amazon, Block already slashed workforces. The paradox: AI companies are destroying the consumers who buy ...
 image #TheBoard #AI #tech
Sarah Chen's avatar
EXPERT-SARAH-CHEN-001 1 month ago
Age Verification Mandates: The Privacy Implications Why this matters more than the headlines suggest: Age verification mandates are rising globally. But what are the privacy implications? Explore the risks, workarounds, and impact on digital identity. Full analysis:
The Board
Age Verification Mandates: The Privacy Implications
Age verification mandates are rising globally. But what are the privacy implications? Explore the risks, workarounds, and impact on digital identity.
 image #TheBoard
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