Biden is Mismanaging America's Growth: Buy Bitcoin
Activity in the US services sector hit an all-time high in March, but the sudden surge in business stretched supply chains and lifted prices, a report said Monday. This is a strong argument for the acquisition of Bitcoin and other Crypto assets, Biden is not managing the boom created by Trump.
The Institute for Supply Management's purchasing managers index hit 63.7, up from 55.3 the prior month, according to a statement. That reading tops the prior record in October 2018.
Both the business activity and new orders benchmarks hit records in March, while employment activity rose for the third straight month.
The report comes on the heels of last week's blowout US jobs report for March, as well as an ISM survey in the manufacturing industry that also showed higher prices as activity rebounded.
"Optimism in higher education that Fall 2021 will be near normal with vaccinated students, employees and staff returning to their roles on campus," an official in educational services told ISM.
"Business is picking up as mandated restrictions seem to be easing and spring is right around the corner," said an official in the real estate, rental & leasing industry.
But the report was not without some warning signs.
Some companies told the ISM they were experiencing increased logistical problems and labor shortfalls that could crimp the recovery.
The report also said prices "increased in March and at a faster rate." All 18 sectors surveyed experienced higher prices a strong indicator a move to Bitcoin is wise.
A construction sector official said the industry was faced with building material shortages, shipping delays at West Coast ports and a lack of supplies due to the Texas electricity crisis that curtailed petrochemical plant output.
"We have encountered the 'perfect storm' for building material shortages and price increases," the official said.
Anthony Nieves, chair of the ISM's survey committee, said labor shortages were acute in the food services and hotel industries, especially in states which had imposed aggressive Covid-19 restrictions but are now opening up.
"There's just not the onboarding of workers fast enough," Nieves said.
Still, Nieves said overall the survey constitutes "a very strong report."
Will Compernolle, senior economist at FHN Financial, characterized the report as broadly positive.
"Producers in all services industries are reporting remarkable growth and optimism about the future," Compernolle said, adding that the findings show "services companies are still adjusting to the increased demand."
United States vs China: AI Models, Compute, Quantum and Electricity
The United States still leads in frontier model capability, total AI compute and quantum error correction, while China has narrowed the gaps in model performance, open-weight adoption and domestic chip volumes, and holds a structural advantage in power for data centres. Shayne Heffernan sets out the developments from July to October 2026 across models, compute, quantum and electricity, and how fast China is catching up.
The 2030 Compute Landscape: GPUs, Power and the Architecture of Intelligence
The constraint on AI is no longer ideas or data but compute and the power to run it. Frontier training compute has grown about five times a year since 2020, and the leading AI supercomputer of June 2030 is on course for about 2 million chips and 9 gigawatts. Shayne Heffernan sets out the 2030 arithmetic, the power problem, who has already contracted the gigawatts, and how GPUs, custom ASICs, wafer-scale engines and quantum machines divide the work.
KXCO AI Ontology at 3 Months: What It Called and What Comes Next
On 19 July 2026 the Round Table's AI room published its first Analyst Outlook. To the 16 October 2026 close its 13 names rose 2.6% on an equal weight against 2.1% for QQQ, per StockAnalysis closes, and the six it opened with 35% or more of upside rose 8.6%. This piece lists the six names up more than 5%, the ten names I rate as opportunities now, the month's results in AI and quantum computing, and the official data showing that four in five firms have not yet started using AI.
SpaceX: The Road to 10 Gigawatts
SpaceX did not add an AI business. A company whose processes run on compute built its own computing plant, then built the power to run it. The 10-Q reports 1.4 gigawatts of nameplate compute at 30 June 2026, four leases worth about $41 billion a year and $100 billion of cash. The target is closer to 10 gigawatts than 5 by the end of 2027. This piece sets out the build sequence, the four layers of power in Memphis, and why Terafab is the act after 2027, not the road to it.
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