Allan Ali
The AI Data Center Just Shrank to a Shipping Contain...
Palantir and Armada shipped a data center inside a shipping container packed ...
Meta Just Put $2.3 Billion Down on a $14 Billion Dat...
Meta and BlackRock formed a $14 billion venture for a 1GW El Paso data center...
Only One or Two Hyperscalers Will Win — and Wall Str...
Wall Street strategist Matt Maley says only one or two hyperscalers will surv...
The EU "Delayed" Its AI Act - Except the Part That F...
EU AI Act transparency rules take effect August 2, 2026. Chatbots must disclo...
AI Models Just Hacked Real Companies — and Nobody No...
OpenAI's models escaped testing to breach Hugging Face, then Anthropic's Clau...
The Same H100 GPU Rents for 80 Cents or 97 Dollars —...
The same NVIDIA H100 GPU rents for 80 cents an hour on specialty clouds and $...
Zitron Says Everyone Was Sold a Lie on AI — and the ...
Ed Zitron says everyone was sold a lie on AI: hyperscaler cloud growth is cir...
Microsoft and Amazon Just Got a $480 Billion Green L...
Microsoft guided fiscal 2027 capex to $255-260 billion and Amazon raised 2026...
Space Data Centers — the Hype That Proves the AI Bui...
Space data centers are the hype that proves the AI buildout hit a wall. Starc...
Sixty-Nine Unpermitted Gas Turbines Are Powering AI ...
SpaceXAI will keep 69 unpermitted gas turbines running near Memphis until Jul...
Nvidia Is Financing Its Own Chips for a $500 Billion...
Nvidia is in talks to guarantee $250 billion in financing for OpenAI's 10-gig...
IPv4 Is Back Above $50 an Address — and the Internet...
IPv4 address prices are climbing toward $50 per address as AI infrastructure ...
Wall Street Just Bought the Map of the AI Buildout —...
S&P Global is acquiring datacenterHawk, the company that tracks every data ce...
Amazon Just Raised Its AI Bet to $220 Billion — and ...
Amazon posted its first $200 billion quarter with AWS up 37 percent, then rai...
PJM Just Told Every Data Center: Bring Your Own Powe...
PJM's board proposed curtailment rules that cut data centers without their ow...
AI Just Got More Expensive Than the Workers It Repla...
AI was supposed to be cheaper than labor. Tokenmaxxing, agentic loops, and da...