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EnvironmentThe rise of AI reasoning models comes with a big energy tradeoff
By Rachel Metz, Dina Bass and BloombergDecember 5, 2025
Ted Pick
BankingMorgan Stanley considers offloading some of its data-center exposure
By Esteban Duarte, Paula Seligson, Davide Scigliuzzo and BloombergDecember 4, 2025
Matt Rogers
CommentaryI 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
AIGoogle’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.
AIBank 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
AIIBM 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’
AIMore 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
InvestingWorldwide 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
EconomyK-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
AIOpenAI 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
AsiaA 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
AIAs 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’
AsiaJefferies’ 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.
AINvidia CEO Jensen Huang earnings call namechecked Saudi AI company Humain three times. Here’s why
By Jeremy KahnNovember 19, 2025
Nvidia CEO Jensen Huang
AINvidia 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
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'This is the last warning.' Iran threatens U.S. warships after they throw down the gauntlet for winner-take-all Strait of Hormuzplaceholder alt text
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A 93-year-old refused to sell her home to the Masters golf course that’s spent $280 million on expansion: ‘Money ain’t everything’placeholder alt text
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