The Industrial Revolution Of Intelligence: AI Energy Infrastructure
Forbes — Leaders should focus on sustainability and delivering an accountability framework for the operations of their proposed AI data center.
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.
Premium: Fault Lines
Ed Zitron's Where's Your Ed At — I’ve generally avoided politics here and the few times that I have done so I’ve received a few pissy emails, but Tuesday night was a wonderful, abundant font of hope in what has been an unspeakably grim two years. We have felt land-locked in a suffocating era
Why SLA risk = Credit risk
datacenterdynamics.com — What happens when a neocloud loses several hours of compute capacity, but its next debt payment is still due in full?
Will Democrats Rein in Big Tech? It Starts With Privacy and Data Centers
CNET — Tech critics say that real change will depend on newly elected officials keeping their campaign promises.
The AI boom's missing balance-sheet question: What has actually been verified?
SiliconANGLE — The AI boom's missing balance-sheet question: What has actually been verified? - SiliconANGLE
European Central Bank Considers Scrutiny of Data Center Loan Exposure
TeraWulf's bitcoin mining revenue falls 69% as HPC leasing surges amid Anthropic buildout
AI Is Driving America’s Nuclear Power Boom, but There’s a Hidden Fuel Problem
Data Centers as Unpopular Stimulus Programs
Paul Kedrosky — Like many historical capex paroxysms, the data center boom can be modeled as a hybridized public-private stimulus program. Hyperscalers supplied the capital. Governments supplied much of the economic and policy support: accelerated depreciation, tax credits, subsidies, property-tax abatements, permitting, interconnect, power access, and contracts. And the result, as
Bernstein lists best data center stocks to buy on discount By Investing.com
Investing.com — Bernstein lists best data center stocks to buy on discount
AI-driven data centers: Revolutionizing decarbonization strategies
datacenterdynamics.com — Why data centers are essential to global decarbonization
AMD CEO Lisa Su: "We are a data center first company"
IREN's bitcoin mining revenue drops 58% as firm plans full exit by year-end
Asia's AI supply chain and US data centers set to weather 'blue wave'
Nikkei Asia — Democrats' midterm mandate may check but not stop infrastructure buildout: analysts
Meta Exec Says A Recently Elected, Data Center-Skeptic Democratic Governor Now Wants To Meet After Inauguration, As 22.5 GW Of Capacity Is Still Slated To Come Online Regardless Of Politics
Wccftech — Around 86.7 GW of data center capacity is under construction right now, and operators can bypass grid delays with behind-the-meter gas turbines or Bloom Energy systems.
The AI backlash needs a plan
Platformer — Democrats have a mandate to rein in frontier labs, data centers, and more. Can they deliver without repeating their mistakes from the social-media era?
Doosan to expand CCL production capacity in China amid growing AI demand
Yonhap News Agency — SEOUL, Nov. 6 (Yonhap) -- Doosan Group said Friday it will invest about 550 billion won (U...
The Data Center Already In Your Backyard
Like everyone in SF, AI data centers struggle to find a place to live
The San Francisco Standard — As voters push back on expansion, tech companies explore their options.
Asia can't afford a 'cloudless' day. That means paying attention to undersea cables
Fortune — More than 99% of all international data is carried not by satellites but by a physical backbone of subsea cables.
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