How the global AI boom is driven by thousands of newcomers, diluting Big Tech's infrastructure dominance; US data center credit deals hit $178.5B in 2025 so far
In the golden hills of Puglia, a southern region of Italy known today for its olive trees, white cliffs and turquoise mediterranean coves …
Big Tech's AI data center plans, which are set to need an estimated 44GW of additional capacity by 2028, face a power crunch that could deflate the AI “bubble”
A lack of electricity for new data centres could deflate the AI ‘bubble’ — Rafe Rosner-Uddin in San Francisco …
Big Tech's dominance on the S&P 500 is becoming more extreme; the eight biggest tech stocks account for 60% of the gains since the market bottomed in April 2025
In a week when Nvidia's value reached $5tn, investors in even the broadest index of global companies are now heavily exposed to the AI boom
OpenAI projects hitting $200B in revenue in 2030, with R&D costs amounting to ~45% of that, or ~$90B; Big Tech's R&D costs are currently 10% to 25% of revenue
Seems like MANY users have to start paying and a lot of bonds / IPO funds. [embedded post] Ed Zitron / @edzitron.com : Also - it is shocking and appalling that OpenAI CFO Sarah Friar signed off on th...
A deep dive into Big Tech's AI energy boom as Amazon, Microsoft, and Google become major players, leading to fears of it driving up individuals' and SMBs' bills
A transmission line running near data centers in Ashburn, Va. As the electricity demands of the structures rapidly escalate …
Big Tech's acquihires of AI startups, like Meta's $14.3B Scale AI deal, leaves investors with modest or no returns and may further entrench Big Tech's dominance
Meta and Google's AI talent grab may lead to more sustainable tech companies. — If you're a venture capitalist …