Morgan Stanley’s Weaver Warns of Risks in AI-Compute Bottleneck
(Bloomberg) — Companies are seeing increasingly meaningful artificial intelligence adoption, but constraints on computing supply remain a bottleneck…
Nvidia in Talks to Back OpenAI Lease of $500 Billion Data Center
(Bloomberg) — Nvidia Corp. is in discussions to provide a financing guarantee to help OpenAI lease computing from…
Microsoft’s AI data center push is colliding with its clean power goals
Microsoft is weighing whether to delay or scale back one of its most ambitious clean energy goals as…