Microsoft blinked a little in the AI capex race. Wall Street loved it.
2 min read
Microsoft keeps capex forecast unchanged, becoming one of the first data center giants to hold the line on AI spending
Most tech giants have been raising their AI capex forecasts. Microsoft is an outlier.
2 min read
AI's power crunch could get a boost from old EV batteries
AI is straining America's power grid. One solution: Millions of retired EV batteries could become a low-cost source of energy storage.
3 min read
Mark Cuban and Michal Burry warn the AI boom is dangerously reliant on Nvidia
Mark Cuban said Nvidia is "funding everyone and anyone," like IPOs during the dot-com bubble. Michael Burry said it's "overreaching" with its deals.
4 min read
Willie Nelson is fighting data centers near his Texas hometown: 'The last thing we need'
Willie Nelson says Texas residents don't need "loud, water thieving, light polluting" data centers in their backyard.
3 min read
Sam Altman says he gets why people don't want AI data centers in their backyard
Sam Altman, the CEO of ChatGPT maker OpenAI, suggested that AI data centers are better suited for the desert.
3 min read
An Alabama animal shelter is taking on a massive AI data center project in court
The Greater Birmingham Humane Society filed a lawsuit earlier this month in a bid to block Nebius Group's data center project in Alabama.
3 min read
'Big Short' investor Michael Burry says a big threat to the AI boom is lurking in private credit
Michael Burry flagged risks he sees among PE-owned insurance companies that have amassed large holdings of debt securities tied to the AI boom.
3 min read
AMD takes a shot at Nvidia by betting on AI's next big shift
AMD is betting the future of AI won't rely on a single chip, unveiling a Cerebras partnership and new Helios system to challenge Nvidia.
2 min read
I spent 4 hours at an AI data center town meeting. Things got rowdy.
A crowd of residents gathered at a Pennsylvania middle school auditorium on Wednesday to resist the construction of a massive data center campus.
5 min read
OpenAI's latest proposal shows it's very aware that data centers are unpopular
OpenAI's latest data center proposal, "Project Camellia," included pledges regarding electricity bills, water use, and Codex credits for students.
4 min read
Why Mark Cuban says many AI data centers could wind up as 'pickleball courts'
Mark Cuban joked that AI efficiency gains could lead to obsolete data centers being turned over to pickleball fans.
3 min read
Exclusive
Nvidia has a new way to sell more AI chips: help customers buy them
Nvidia's new financing model aids neoclouds like GMI Cloud in AI expansion. The chip giant's partnerships has sparked criticism on circular financing.
3 min read
Intel plans layoffs within its data center group
An Intel spokesperson said the cuts are part of a broader effort to become "more focused and efficient."
3 min read
I skipped college and now earn over $40 an hour in a blue-collar job. The AI boom is creating more opportunities for me.
Cody Cole chose to enter the trades after high school rather than going to college. Now, he makes over $40 an hour working on data centers.
5 min read
Anti-AI data center protesters rally across the US
Humans First, a conservative-led nonprofit, organized nationwide protests against AI data centers on Saturday.
5 min read
Big Tech earnings season and the capex spiral
Big Tech's AI spending is soaring, but higher capex may reflect inflation as much as expansion this earnings season.
3 min read
Kevin O'Leary pushes back on AI data center water fears: 'Like a golf course'
The "Shark Tank" investor who is developing AI data center projects argued that modern data centers use far less water than many people believe.
3 min read
A data center bathhouse? Architects are rethinking what AI infrastructure owes its neighbors.
Architects are reimagining AI data centers with public parks, reused heat, and new designs that give host communities more in return.
5 min read
