2025-11-16
Wall Street Journal
A look at the global AI data center buildout, its limits, and ROI concerns; in 2025, US capacity that is built, underway, planned, or stalled has topped 80 GW
Record capital expenditures and data-center planning run up against the ground truths of physical infrastructure Bluesky: @mims , @justinhendrix , @carlquintanilla , and @jessefelder . Forums: r/techn...
2025-10-28
Wall Street Journal
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A look at Anthropic's success in corporate AI, which makes up ~80% of its revenue; a July report put its enterprise API market share at 32%, above OpenAI's 25%
and it's all thanks to this one problem OpenAI can't solve Maria Garcia / Implicator.ai : Anthropic's finance push lands while revenue closes in on OpenAI Samreen Ahmad / Tech in Asia : Will India's t...
2025-08-31
Wall Street Journal
The price per token for AI models has fallen, but costs for developers are rising as newer reasoning models require more tokens to complete tasks
With models doing more ‘thinking,’ the small companies that buy AI from the giants to create apps and services are feeling the pinch X: @ericjhonsa , @emollick , @mims , @mims , @mims , @mims , and @m...
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