Morgan Stanley warns an AI breakthrough Is coming in 2026 — and most of the world isn’t ready
A massive AI breakthrough is coming in the first half of 2026—and Morgan Stanley says most of the…
It takes more than Nvidia’s chips to build the world’s data centers
Nvidia (NVDA) is winning the global AI explosion. The company’s chips are the most wanted in the world,…
People Hate AI Even More Than They Hate ICE, Poll Finds
People really hate artificial intelligence, according to the latest NBC poll. NBC surveyed a group of registered voters…
Sandberg, Clegg join Nscale board as this ‘Stargate Norway’ startup hits $14.6B valuation
Amid growing demand for data centers that can deliver AI compute at scale, Nvidia-backed British AI infrastructure company…
Billionaire Stanley Druckenmiller Sells Sandisk Stock and Buys an AI Stock Up 223,000% Since Its IPO
Billionaire Stanley Druckenmiller ran the hedge fund Duquesne Capital between 1981 and 2010. He earned an average return…
US Data Centers Could Require as Much Water as New York City by 2030, Study Shows
AI is incredibly thirsty. The data centers that run these models already use massive amounts of water, and…
Hyperscalers are coming to an orbit near you. Power will decide the winners.
Amid the explosive growth surrounding telecommunications megaconstellations, orbital data centers and next-generation payloads, the space ecosystem is entering…
Oracle Rumored to Cut 10% of Workforce for More “AI-Infra”
Oracle Rumored to Cut 10% of Workforce for More “AI-Infra” – Moby As Larry Ellison throws billions at…
CPUs are back en vogue in the data center
For the last few years, GPUs (graphic processing units) have been the hottest sellers around. Hyperscalers, neoclouds, and…
Nvidia Deepens AI Infrastructure With Big Optics Bets And AI RAN Push
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St’s investing ideas for…
The Data Centers Have Arrived at the Edge of the Arctic Circle
On the bank of the river that runs through the Swedish town of Borlänge, construction is underway on…
The 4 Biggest Tech Companies Will Spend $655 Billion on AI This Year. Here’s How I’m Investing.
The four largest hyperscalers (owners of large data centers) have said they have plans to spend more than…