The Globe and Mail
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May 4, 2026
· 5 min read
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Rosenberg Research: How to avoid the dangers of Big Tech’s shift out of asset-light business models - and still be able to profit from AI
Original article ↗ 🔒 Paywalled source — limited preview availableB.I.A.S. ANALYSIS
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Heuristic (v1/v3)
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ML v2 (DistilBERT)
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Ensemble
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Rolling outlet bias
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avg -0.104
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Article Excerpt
Rosenberg Research: Big Tech’s capex race and the looming earnings-quality problem
MEHMET BECEREN
SPECIAL TO THE GLOBE AND MAIL
PUBLISHED MAY 4, 2026
UPDATED MAY 5, 2026
Open this photo in gallery:
A data centre owned by Amazon Web Services, front right, under construction next to a nuclear power plant in Berwick, Pa., in January, 2025. AI models require land, power, cooling systems, data centres, servers, GPUs, memory chips, and the entire physical supply chain behind them.
TED SHAFFREY/THE ASSOCIATED PRESS
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WTF uses a two-tier system: every article gets a heuristic bias score from keyword analysis, and priority articles (high overlap across 3+ outlets or strong heuristic signal) get full LLM analysis from B.I.A.S. and V.E.R.I.F.Y.