Data Centers

9 articles

Blackstone Is Becoming The Capital Layer Under Google And Anthropic's AI Race

Blackstone's Google TPU venture and Anthropic-linked enterprise deals show how private capital is becoming AI infrastructure strategy.

Nvidia's latest quarter shows hyperscale AI demand is still expanding, with data center revenue dominating the economics of the model race.

Cisco's raised AI order forecast shows hyperscaler demand is turning networking fabric into a central AI infrastructure constraint.

A Georgia data-center water dispute shows why AI infrastructure must make local utility impacts visible before trust collapses.

Fresh analyst target hikes for Nvidia, AMD, Broadcom, Dell, and others show investor focus moving toward agentic AI infrastructure demand.

IREN's AI infrastructure volatility shows that GPU demand is real, but financing, power, and execution risk still decide winners.

Amazon's reported Titus data-center effort highlights how power, cooling, and rack design now shape AI competition.

Nvidia's reported IREN cloud deal points to a new AI infrastructure market built around power, options, and secured demand.

Panthalassa raised $140 million to build wave-powered AI inference nodes at sea, a sign of how far the compute bottleneck is pushing infrastructure.