The data center boom is running into serious real-world obstacles, from widespread local opposition and permitting delays to a scramble for electricity. Before those challenges even come into play, though, there’s a more basic problem: A lot of the projects being announced may never get built in the first place. With billions of dollars in AI infrastructure […]
Democrats’ historic victories in this week’s U.S. midterm elections could also transform the tech industry. The public voted on 41 data center-related ballot measures on Tuesday — in all but one, the majority voted to impose more restrictions on data center development. And even when data centers weren’t on the ballot directly, they were a […]
Amazon says it will stop using NDAs when negotiating data center deals with local governments, following a similar move from Microsoft earlier this year. Secrecy has fueled community backlash against AI infrastructure, with opposition leading to hundreds of proposed and enacted moratoriums from New York to San Francisco. Meanwhile, a wave of startups is betting that consumers will hand AI agents access […]
xAI’s real business may be more about building data centers than training AI models.
Amazon has made another circular AI deal: It’s investing another $5 billion in Anthropic. Anthropic has agreed to spend $100 billion on AWS in return.
Shortly after Amazon announced its $50 billion investment in OpenAI, AWS invited me on a private tour of the chip lab at the heart of the deal.
A 1 Gw orbital data center would cost roughly $42.4B—almost three times its ground-bound equivalent.
TCS and private equity firm TPG will invest up to $2 billion to build data centers for AI training and inference in India.
Brian Koo’s Stock Farm Road and Utopai Studios have partnered up to form Utopai East, an AI-powered film production company.
CoreWeave’s failed buy of Core Scientific is another sign of an AI bubble. But it’s still shopping.