Bringing AI Down to Earth

Published on December 9, 2025

The rapid expansion of Artificial Intelligence (AI), while promising increased productivity, is creating a significant and often overlooked strain on the global power grid.

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Addressing Concern For the 2030s Economy

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AOR Update: Is AI a Clear and Present Danger?

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lthough AI is often blamed for labor weakness, the data suggests other dynamics are at play, as job creation is slowing most in industries with low AI adoption. Given the strong outlook for corporate earnings and policy support, the authors maintain a positive view, advising investors to "buy the dip."