Column: The freak-out over AI data centers is creating a moral panic
Don’t look now, but we seem to have a moral panic on our hands. The term moral panic,…
Prediction: Not Micron. This Artificial Intelligence (AI) Stock Could Be the Biggest Winner of the Next Infrastructure Bottleneck
Memory chip demand has been exceeding supply thanks to artificial intelligence (AI) data centers, and that’s not surprising,…
AI Disruption Reshapes Global Investment Landscape as Agentic Systems, Sovereign Infrastructure, and Enterprise Integration Drive a New Era of Compute Demand
BCC Research LLC “Agentic AI, sovereign infrastructure and enterprise adoption are driving a new wave of global compute…
GOP urges top AI firms to do something about the toxic image of data centers
As artificial intelligence data centers continue to proliferate across Ohio and public opposition grows, Axios reported today that…
Brands Like Jason Kelce’s Garage Beer Embrace AI Bashing in Ads
Bashing AI data centers is all the rage, and brands are cashing in. “AI data centers waste millions…
Google, Amazon, and Meta All Just Raised Capex Guidance Again. This Boring Industrial Wins No Matter Whose AI Infrastructure Is Best.
If there was any worry that spending on artificial intelligence (AI) was finally set to slow down, it’s…
Starboard Predicted $9.1B; Riot Delivered: Anthropic Lease Closes Activist Loop in Six Months
Signage for Riot Games, developer and publisher of video game League of Legends, is seen displayed as fans…
Anthropic’s $10B Norway Compute Deal Gives Nvidia’s Ecosystem Its First JPMorgan Credit Backstop
Anthropic, the maker of Claude, has signed a $10 billion, six-year compute procurement agreement with Volta Infra Holdings…
Meet The Japanese Company Quietly Powering The AI Data Center Boom
As hyperscalers turn to light to transmit high volumes of data, optical testing firm Santec Holdings, led by…
Project leaders share details of DOE Paducah Site’s $100B AI energy hub | News
Community and industry leaders, as well as workers at the DOE Paducah Site, attended the announcement of a…
Data center discord: AI’s big buildout stirs local concerns and big pushback | Local
Dayva Goetzinger has idyllic views from her family’s farm in Houston County, Minnesota. “We are lucky,” said Goetzinger,…
AI data center coming to Western Kentucky
PADUCAH, Ky. (WBKO) – A landmark partnership and a major billion dollar investment have helped secure plans for…