AI News
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.
Read Article →
Data Centers
8 articles
AI News
Nvidia's 81.6 Billion Dollar Quarter Shows AI Demand Is Still a Physical Constraint
Nvidia's latest quarter shows hyperscale AI demand is still expanding, with data center revenue dominating the economics of the model race.
Read Article →
AI News
Cisco's AI Orders Surge Shows the Bottleneck Is Moving Into the Network
Cisco's raised AI order forecast shows hyperscaler demand is turning networking fabric into a central AI infrastructure constraint.
Read Article →
AI News
The QTS Water Fight Shows AI Data Centers Need Public Infrastructure Accounting
A Georgia data-center water dispute shows why AI infrastructure must make local utility impacts visible before trust collapses.
Read Article →
AI News
IREN's Pullback Exposes the Financing Gap Under the AI Cloud Boom
IREN's AI infrastructure volatility shows that GPU demand is real, but financing, power, and execution risk still decide winners.
Read Article →
AI News
AWS Titus Shows the AI Data Center Race Has Become an Engineering Sprint
Amazon's reported Titus data-center effort highlights how power, cooling, and rack design now shape AI competition.
Read Article →
AI News
Nvidia's IREN Deal Shows AI Infrastructure Is Becoming a Balance-Sheet Strategy
Nvidia's reported IREN cloud deal points to a new AI infrastructure market built around power, options, and secured demand.
Read Article →
AI News
Panthalassa's Ocean AI Data Center Bet Turns Power Into the New Frontier
Panthalassa raised $140 million to build wave-powered AI inference nodes at sea, a sign of how far the compute bottleneck is pushing infrastructure.
Read Article →