Brent crude oil fell below $100 to $92.82 per barrel amid Middle East supply disruptions affecting the Strait of Hormuz and the Red Sea, creating uncertainty for Big Tech's $725 billion in AI capital …
Envision founder and CEO Lei Zhang argued at VivaTech in Paris that the binding constraint for AI has shifted from chips to energy, with US datacenter power demand projected to reach 31 GW in 2025 and…
The four largest hyperscalers—Alphabet, Amazon, Meta, and Microsoft—are on track to spend $725 billion in capital expenditures in 2026, a 77% increase from 2025, as AI infrastructure spending surges. …
The four largest hyperscalers—Alphabet, Amazon, Meta, and Microsoft—are on track to spend a combined ~$725 billion in capital expenditures in 2026, up 77% from 2025, as part of the largest infrastruct…
U.S. data centers expanded for AI workloads consumed nearly one trillion liters of water annually by 2025, driven by evaporative cooling systems, according to a SpaceDaily analysis. The water demand h…
AI data centers are contributing to rising household electric bills, particularly in regions like Northern Virginia's 'Data Center Alley.' While not the sole cause, data centers accounted for roughly …
Forbes reports that global AI infrastructure expansion drove a 17% rise in data-center electricity demand in 2025, with data centers consuming 1.5% of global electricity in 2024. Cooling could require…
Nvidia announced a warm-water cooling system that eliminates on-site water use in data centers, but the solution ignores water consumed by fossil fuel power plants and chip manufacturing, which can do…
A structural copper deficit is emerging as demand from AI, electrification, and defense outpaces supply, with S&P Global projecting a 10-million-ton gap by 2040. The scramble for new supply is driving…
A new report and model from a developer argues that Europe can train a frontier-class AI model by federating its existing public compute, including EuroHPC supercomputers and AI Factories, achieving a…
Data centers are becoming the factories of the 21st century, consuming half of US electricity demand growth and driving $4-7 trillion in buildout through 2030. Hyperscalers are spending up to 57 cents…