Tag: AI infrastructure
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 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 $...
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...
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...
AI Just Got More Expensive Than the Workers It Repla...
AI was supposed to be cheaper than labor. Tokenmaxxing, agentic loops, and da...
Six Emergency Orders in Two Months — America's Grid ...
The Energy Department issued six 202(c) emergency orders in two months lettin...
OpenAI Cut Prices 80% — and the Model Rewrote Its Ow...
OpenAI cut GPT-5.6 Luna prices 80% and Terra 20% just three weeks after launc...
EU Pledges €10 Billion for Seven AI Gigafactories — ...
The EU opened bids for up to seven AI gigafactories with €10 billion in publi...
Tim Cook's Final Earnings Call Was a Masterclass — a...
Apple reported $109.42 billion in Q3 2026 revenue, beating estimates in Tim C...
Meta Just Dropped a $279 Billion Bomb in Its SEC Fil...
Meta disclosed $279 billion in off-balance-sheet AI data center leases as its...
SK Hynix Just Posted a Record $42 Billion Profit — a...
SK Hynix posted record $42 billion quarterly profit and still got punished — ...
Europe Just Threw €10 Billion Into the AI Data Cente...
The European Union invites applications for €10 billion in public funding to ...
