Data centers
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
By Mojtaba Akhavan-TaftiDecember 3, 2025
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
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
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
By Katherine Doherty, Isis Almeida, Sagarika Jaisinghani, Lynn Doan and BloombergNovember 30, 2025
EconomyK-shaped economy and ‘collective holding of breath’ about the AI bubble both appear in Fed’s temperature check
By Eva RoytburgNovember 27, 2025
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
AsiaA World Bank expert thinks countries should leverage ‘small AI’—and avoid competing with the biggest tech giants
By Nicholas GordonNovember 24, 2025
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
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
By Jeremy KahnNovember 19, 2025
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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