Welcome to AI Infrastructure, a new newsletter focused on how the data center boom is reshaping the energy sector and turning ...
Rising depreciation expenses from the data center binge is a major worry. Alphabet, Microsoft and Meta combined for about $10 ...
OpenAI became the guy everyone kept running into in 2025, both for good and bad reasons, drawing just as much admiration as ...
The data centers used for work on artificial intelligence can cost tens of billions to build. Tech giants are finding ways to avoid being on the hook for some of those costs.
Microsoft Corporation (NASDAQ:MSFT) is among the 12 Best Performing Dow Stocks in 2025. Morgan Stanley analyst Keith Weiss ...
The ChatGPT maker sparked this generation's tech revolution. Can AI's biggest engine continue to drive its gold rush?
Artificial intelligence pioneer OpenAI in 2026 will aim to maintain AI model leadership, push into enterprise apps, and ...
Everyone in tech agrees we’re in a bubble. They just can’t agree on what it looks like — or what happens when it pops.
We’re heading into our last full working week of the year, so the news flow is likely to start quieting down. (Be on the ...
Larry Ellison broke from Elon Musk at the exact moment OpenAI needed a miracle, and that choice pushed Oracle into the most ...
The data center project planned for Tucson and Marana seems to have lost its key benefactor as AI investors are looking askance at sky-high valuations and limited results. Supply and demand could be ...