Tag: AI infrastructure
The AI Buildout Just Moved Into the Ocean — and That...
Ulsan is spending $37M on an underwater data center model, China already runs...
The Three Biggest Cloud Companies on Earth Are Spend...
Amazon, Alphabet, and Microsoft will spend 102% of their cloud revenue on cap...
Alibaba Raises HK$80 Billion in Record Share Sale fo...
Alibaba Group will place HK$80 billion (US$10 billion) in new shares, directi...
Investment-Grade AI Debt Is Pricing Like Junk — and ...
Investment-grade AI debt now prices like junk: BlackRock pays 7.53% on a blue...
Nvidia Reports Wednesday — and the Entire AI Trade N...
Nvidia reports fiscal Q2 2027 earnings Wednesday with $91.9 billion in revenu...
Nvidia Just Invested in the Company That Builds Powe...
Nvidia invested in Cloverleaf Infrastructure, the company that builds powered...
OpenAI Hit the Brakes After Its Own Model Hacked a C...
OpenAI hit the brakes on two weeks of reinforcement learning training after i...
PJM Just Put AI Data Centers First in Line for Black...
America's biggest grid operator just proposed cutting new 50-megawatt-plus da...
The AI Buildout's Price Tag Just Doubled in Six Mont...
Global data center capex is now forecast to surpass $3 trillion by 2030, near...
Alibaba Just Traded 75% of Its Profit for the AI Fut...
Alibaba's quarterly profit plunged 75% to $1.57 billion as AI capital spendin...
Samsung Just Raised Foundry Prices 15% — and the AI ...
Samsung raised foundry prices up to 15% on new orders as AI demand fills 4nm ...
Data Centers Are About to Melt — and Cooling Just Be...
A Danish industrial giant just doubled its data center cooling business in a ...
Cisco Just Posted Its Best Quarter Ever — and Wall S...
Cisco, Lumentum, Coherent, and Fabrinet all posted record quarters as AI netw...
Meta Is Paying Microsoft Hundreds of Millions — and ...
Meta has quietly become one of Microsoft's largest AI customers, spending hun...
Your Electric Bill Just Became the AI Buildout's Nex...
Federal Reserve Bank of Dallas research shows AI data centers have already pu...
Europe's Data Centers Just Fled the Big Cities — and...
Europe's AI data center buildout is leaving the big five hubs behind. 63% of ...
