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HP’s chief commercial officer predicts the future will include AI-powered PCs that don’t share data in the cloud
AI
HP’s chief commercial officer predicts the future will include AI-powered PCs that don’t share data in the cloud
By Nicholas GordonDecember 7, 2025
Photo of Jensen Huang
AI
Nvidia CEO says data centers take about 3 years to construct in the U.S., while in China ‘they can build a hospital in a weekend’
By Nino PaoliDecember 6, 2025
data center
Environment
The rise of AI reasoning models comes with a big energy tradeoff
By Rachel Metz, Dina Bass and BloombergDecember 5, 2025
Ted Pick
Banking
Morgan Stanley considers offloading some of its data-center exposure
By Esteban Duarte, Paula Seligson, Davide Scigliuzzo and BloombergDecember 4, 2025
Matt Rogers
Commentary
I built the first iPhone with Steve Jobs. The AI industry is at risk of repeating an early smartphone mistake
By Matt RogersDecember 4, 2025
satellite
AI
Google’s plan to put data centers in the sky faces thousands of (little) problems: space junk
By Mojtaba Akhavan-TaftiDecember 3, 2025
Greg Abbott and Sundar Pichai sit next to each other at a red table.
AI
Bank of America predicts an ‘air pocket,’ not an AI bubble, fueled by mountains of debt piling up from the data center rush
By Sasha RogelbergDecember 3, 2025
IBM CEO warns there’s ‘no way’ hyperscalers like Google and Amazon will be able to turn a profit at the rate of their data center spending
AI
IBM CEO warns there’s ‘no way’ hyperscalers like Google and Amazon will be able to turn a profit at the rate of their data center spending
By Marco Quiroz-GutierrezDecember 3, 2025
More than 1,000 Amazon employees sign open letter warning the company’s AI ‘will do staggering damage to democracy, our jobs, and the earth’
AI
More than 1,000 Amazon employees sign open letter warning the company’s AI ‘will do staggering damage to democracy, our jobs, and the earth’
By Nino PaoliDecember 2, 2025
CyrusOne
Investing
Worldwide markets roiled by data-center snafu in Chicago suburb
By Katherine Doherty, Isis Almeida, Sagarika Jaisinghani, Lynn Doan and BloombergNovember 30, 2025
K-shaped economy and ‘collective holding of breath’ about the AI bubble both appear in Fed’s temperature check
Economy
K-shaped economy and ‘collective holding of breath’ about the AI bubble both appear in Fed’s temperature check
By Eva RoytburgNovember 27, 2025
Sam Altman
AI
OpenAI won’t make money by 2030 and still needs to come up with another $207 billion to power its growth plans, HSBC estimates
By Nick LichtenbergNovember 26, 2025
A World Bank expert thinks countries should leverage ‘small AI’—and avoid competing with the biggest tech giants
Asia
A World Bank expert thinks countries should leverage ‘small AI’—and avoid competing with the biggest tech giants
By Nicholas GordonNovember 24, 2025
As Google eyes exponential surge in serving capacity, analyst says we’re entering ‘stage two of AI’ where bottlenecks are physical constraints
AI
As Google eyes exponential surge in serving capacity, analyst says we’re entering ‘stage two of AI’ where bottlenecks are physical constraints
By Marco Quiroz-GutierrezNovember 23, 2025
Jefferies’ Chris Wood called Japan’s crash and the U.S. housing bubble. He’s now warning of an ‘AI capex arms race’
Asia
Jefferies’ Chris Wood called Japan’s crash and the U.S. housing bubble. He’s now warning of an ‘AI capex arms race’
By David AustinNovember 20, 2025
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Success
Billionaire Home Depot cofounder Bernie Marcus' foundation donates nearly $30 million toward stem cell research for heart attacksplaceholder alt text
By Sydney LakeAugust 14, 2026
Success
‘Godfather of AI’ says billionaires like Elon Musk are right about the future of work—but he predicts mass unemployment is on its wayplaceholder alt text
By Preston ForeAugust 16, 2026
Middle East
Iran’s oil is trapped while rivals’ exports from the Persian Gulf are poised to surge, but Tehran could do whatever it takes to break the chokeholdplaceholder alt text
By Jason MaAugust 16, 2026
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