Data centers

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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
November 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
November 21, 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
November 20, 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
November 20, 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
November 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 Press
November 16, 2025
Nvidia
AI

Data centers in Nvidia’s hometown stand empty awaiting power

By John Gittelsohn, Michelle Ma and Bloomberg
November 10, 2025
Sam Altman
Energy

Voter fury emerges over skyrocketing electricity bills as AI stokes demand — and fears of a stock market bubble

By Marc Levy, Jesse Bedayn, Nick Lichtenberg and The Associated Press
November 8, 2025
CoreWeave executives pose in front of the Nasdaq building on the day of the company's IPO.
AI

Data-center operator CoreWeave is a stock-market darling. Bears see its finances as emblematic of an AI infrastructure bubble

By Jeremy Kahn and Leo Schwartz
November 8, 2025
Jamie Dimon, CEO of JP Morgan Chase, speaks at the American Business Forum at the Kaseya Center in Miami on November 6, 2025.
AI

Jamie Dimon predicts AI will shorten the workweek: ‘My guess is the developed world will be working three and a half days a week’

By
November 6, 2025
The under-the-radar factor that helped Democrats win in Virginia, New Jersey, and Georgia 
AI

The under-the-radar factor that helped Democrats win in Virginia, New Jersey, and Georgia 

By
November 5, 2025
Meet the power broker of the AI age: OpenAI’s ‘builder-in-chief’ helping to turn Sam Altman’s trillion-dollar data center dreams into reality
AI

Meet the power broker of the AI age: OpenAI’s ‘builder-in-chief’ helping to turn Sam Altman’s trillion-dollar data center dreams into reality

By
November 5, 2025
Libery Energy's hydraulic fracturing, or frac, spreads are increasingly electrified with natural gas power, a technology now translating to powering data centers.
Energy

AI’s insatiable need for power is driving an unexpected boom in oil-fracking company stocks 

By
October 23, 2025
Amazon Web Services
Big Tech

‘The reality is it’s all very concentrated’: AWS outage exposes the world’s internet chokepoint, one data-center cluster in Virginia

By Safiyah Riddle, Matt O'Brien and The Associated Press
October 21, 2025
Oracle
AI

Oracle declines on concerns about fulfilling AI cloud demand

By Brody Ford and Bloomberg
October 17, 2025

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