What burst the dot‑com boom—and what it signals for today’s AI frenzy
Investors are drawing parallels between today’s AI boom and the late-1990s dot-com era, as capital floods into data centers and...
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What’s fueling the surge in AI data center megadeals?
Silicon Valley’s AI arms race escalated as Nvidia weighed up to $100 billion for OpenAI, while OpenAI tapped Oracle and...
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Zervos says AI boom poses a major labor-market challenge for the Fed
Jefferies strategist David Zervos warned that a surging wave of artificial intelligence adoption could complicate the Federal Reserve’s dual mandate...
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Einhorn Warns AI Capex Boom May Destroy Capital Despite Tech’s Promise
Hedge-fund manager David Einhorn cautioned that Big Tech’s trillion-dollar push into artificial-intelligence infrastructure risks destroying large amounts of capital, even...
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Trump Administration Teams Up With Elon Musk’s xAI to Accelerate Governmentwide AI, Citing ‘Benefit to the Country’
The General Services Administration struck an agreement giving federal agencies access to xAI’s Grok 4 and Grok 4 Fast through...
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OpenAI, Oracle and SoftBank to build five U.S. AI data centers in $500 billion ‘Stargate’ buildout
OpenAI, Oracle and SoftBank unveiled plans to build five new U.S. AI data centers under the $500 billion “Stargate” initiative,...
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Alibaba soars in U.S. premarket after CEO vows bigger AI investment push
Alibaba Group’s shares rallied in Hong Kong and jumped more than 9% in U.S. premarket trading after Chief Executive Eddie...
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As AI processors run hotter, Microsoft’s in-silicon microfluidic cooling promises up to three times better heat removal
Microsoft says it has successfully tested a microfluidic system that routes liquid directly through channels etched into silicon, removing heat...
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Inside the AI data-center boom: what makes them different—and why they’re costing trillions
Investors are pouring an estimated $3 trillion into AI-ready data centers through 2029, according to Morgan Stanley, as hyperscalers race...
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Bain Warns AI Faces $800 Billion Revenue Gap to Fund Compute Buildout
Artificial-intelligence leaders may be racing to build data centers, but revenue is lagging behind the bill, according to Bain &...
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