Tag: AI infrastructure
SpaceX Just Spent $15.8 Billion on AI in One Quarter...
SpaceX's first earnings since its IPO beat estimates with $7.8B revenue and 9...
AMD Beat Every Number and the Stock Still Crashed — ...
AMD beat every number in Q2 with record $11.5B revenue and data center sales ...
DigitalOcean Just Proved AI Infrastructure Can Be Pr...
DigitalOcean's Q2 delivered $281M revenue, up 29%, with a 40% EBITDA margin a...
Texas Just Slammed the Brakes on AI Data Centers — a...
Texas Gov. Greg Abbott halted new data center grid connections until audits a...
The FCC Is About to Ban the One Component Nobody in ...
The FCC is drafting a ban on new Chinese optical transceivers, the components...
Wall Street Says $1.2 Trillion. The Grid Says Slow D...
BofA and Morgan Stanley project hyperscaler capex above $1.2 trillion while B...
A Nuclear Startup Just Raised $1 Billion to Power AI...
Valar Atomics raised $1 billion from Sequoia to build nuclear reactors for AI...
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...
