2026-06-03
Wall Street Journal
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The US data center build-out is falling behind schedule; JP Morgan says 60%+ of data center capacity planned for completion in 2027 isn't yet under construction
Google, which is raising a fresh $80 billion, has a strategy for getting around the biggest bottleneck
2025-05-14
Reuters
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At a JP Morgan event, Intel CFO David Zinsner says committed volumes of chips using Intel's 18A and 14A processes for customers are currently “not significant”
The volume of processors Intel (INTC.O) is set to produce for external customers using its upcoming manufacturing technology …
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