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Page 21 of 48
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
Nvidia CEO Jensen Huang at the U.S.-Saudi Investment Forum in Washington, DC.
AI
Nvidia CEO Jensen Huang earnings call namechecked Saudi AI company Humain three times. Here’s why
By Jeremy KahnNovember 19, 2025
Nvidia CEO Jensen Huang
AI
Nvidia says it has ‘visibility to a half a trillion dollars’ in revenue through 2026. That would make it one of America’s biggest companies
By Matthew HeimerNovember 19, 2025
Nvidia founder and CEO Jensen Huang reacts during a meeting with South Korean President Lee Jae Myung on the sidelines of the Asia-Pacific Economic Cooperation (APEC) summit in Gyeongju on October 31, 2025 in Gyeongju, South Korea.
Big Tech
Nvidia blows past revenue targets and forecasts trillions in AI infrastructure spending by end of decade
By Sharon GoldmanNovember 19, 2025
Some consumers are paying to power data centers that don’t exist yet while states ask if demand forecasts are real — ‘Nobody really knows’
Energy
Some consumers are paying to power data centers that don’t exist yet while states ask if demand forecasts are real — ‘Nobody really knows’
By Marc Levy and The Associated PressNovember 16, 2025
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