AI Data Centers
AI data centers are the physical facilities built to house the specialized hardware and networking required to train and run machine learning models. Truncated covers facility design, power sourcing, cooling technologies, infrastructure investments and regional development.
Big Tech’s big AI buildout will not end until someone stops it
The Verge — Amazon, Microsoft, Alphabet, and Meta are on the hook with their data center plans.
What 500 leaders from AI-native companies told us about infrastructure
nscale.com — New Nscale research of 500 U.S. AI-native leaders reveals how infrastructure choices shape product velocity, engineering capacity, and compliance.
Setting a new standard for responsible AI infrastructure
OpenAI to Change How It Handles Data Center Efforts After Outcry
Taiwan's chipmakers shine brightest in living memory
Nikkei Asia — The inside story on the Asia tech trends that matter, from Nikkei Asia and the Financial Times
Activists across Europe prepare two days of protests against datacentres
the Guardian — More than 100 campaign groups will join together in 15 countries this week to call for a halt to major AI projects
Nvidia Partner Hon Hai’s Sales Rise 46% Thanks to AI Demand
(2nd LD) Seoul shares plunge over 5 pct on AI regulation concerns after U.S. midterms
Yonhap News Agency — (ATTN: ADDS bond yields at bottom; CHANGES photo) SEOUL, Nov. 5 (Yonhap) -- South Korean...
After the midterms, a bigger clash over data centers could be coming
TechCrunch — Data center opposition crossed party lines in Tuesday’s midterms.
Goldman Sachs: 45% of planned US data centre capacity faces state pauses, but likely short-lived
investingLive — Goldman Sachs says states likely to tighten data centre rules hold about 45% of planned US capacity and expects temporary pauses after Democratic election…
Qualcomm is betting big on data centers as smartphone sales sink
The Verge — Qualcomm expects data center chips will eventually account for 30% of its business.
Citrini warns AI infrastructure risk has turned to the downside
investingLive — UBS raised its AI capex forecasts to $1.4 trillion for 2027 after the US midterms, while Citrini Research says AI infrastructure spending growth has peaked…
The geopolitical stakes of AI: Why leaders must watch the sovereign AI race
CIO — As nations invest billions in localized computing infrastructure and regional models, enterprise leaders must weigh compliance, security, and cloud scalability to future-proof their tech stacks.
Satellite images expose potential trouble behind Microsoft's $5 billion AI spending shortfall
Business Insider — Satellite images reveal potential delays at two Microsoft AI data center projects, highlighting power and permitting challenges facing neoclouds.
The market is telling the hyperscalers it's happy about a slower data center buildout
investingLive — Huge gains for Microsoft and Amazon
Voters Rejected A.I. in the Midterms. Now Comes an Era of Scrutiny.
Riot Lands $28B AI Lease as Hut 8 Faces Rising Costs
Cointelegraph — Riot is selling Bitcoin to fund its AI expansion, while Hut 8 faces falling revenue and rising expenses ahead of its data center launches.
Texas was the new epicenter of the AI data center buildout. That might be kaput.
MIT Technology Review — Some of the largest AI infrastructure projects in the world are underway in Texas. A dramatic political shift could slow their construction—and deepen concerns about the economics of the AI boom.
Riot (RIOT) filing names Anthropic in $28B Corsicana lease
AIStockWire — Riot Platforms (RIOT) named Anthropic as the tenant in a quarterly 10-Q filing on its $28 billion Corsicana lease. Here's how the powered land lease works.
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