AI infrastructure
16 briefs mentioning AI infrastructure, newest first. Each links to the original reporting.
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October 30, 2026 · Industry
Google struggling to make AI Mode searches pay
What happened Alphabet shares fell by nearly ten percent after the company acknowledged that its AI Mode search product generates less revenue than traditional ad supported search results. The admiss...
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October 22, 2026 · Industry
Buoyed by blockbuster IPO, ESDS bets on AI chip rentals for $5 billion revenue in 5 years
What happened ESDS Software Solution, following a high premium IPO on 4 September, is pursuing an AI chip rental strategy that its CMD Piyush Somani claims could drive the company to $5 billion in re...
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October 8, 2026 · Industry
Samsung Electronics expected to post nine-fold Q3 profit jump on AI demand
What happened Samsung Electronics is expected to report a third quarter operating profit near 106.1 trillion won, representing a roughly nine fold increase year over year. Analysts attribute the surg...
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September 28, 2026 · AI Research
Financing of AI build out raises risks in US, researcher says
What happened A researcher claims the AI infrastructure buildout is on track to consume a larger share of U.S. economic output than prior transformative buildouts, including electricity, railroads, i...
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September 23, 2026 · Industry
Jamie Dimon says hyperscaler AI spending could hit $1 trillion next year
What happened JPMorgan Chase CEO Jamie Dimon has claimed that AI spending across the hyperscaler ecosystem could reach $1 trillion next year, according to CNBC. The statement reflects Dimon's view th...
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September 20, 2026 · Industry
Data center builder Nscale files for IPO after multibillion-dollar Anthropic deal
What happened Nscale Global Holdings Ltd, a builder of AI optimized data centers, filed to go public on the New York Stock Exchange. The company did not disclose a target fundraising amount in its fi...
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September 16, 2026 · Industry
Global Market Today: Asian stocks edge lower on AI concerns, oil gains
What happened Asian equities slipped broadly after a sharp US semiconductor selloff, with MSCI's Asia Pacific gauge falling 0.1% and benchmarks in Japan and South Korea edging lower. The Philadelphia...
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September 6, 2026 · Industry
Spot memory prices surge to four times contract prices as AI demand overwhelms supply
What happened Spot market prices for HBM3E memory chips have surged to roughly $2,100 per unit, compared to $365 $510 under long term contract agreements, a gap of approximately four times contract r...
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August 22, 2026 · Industry
Firmus AI data centre gets tick from planners ahead of council vote
What happened Council planners in George Town, Tasmania have formally recommended approval of a proposed 288 megawatt AI data centre put forward by Firmus AI. The site in question is the former Gunns...
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August 18, 2026 · Industry
A typical AI-focused data centre can consume as much electricity as 100,000 homes. Now companies want to put them in orbit, where carefully chosen satellites can see almost continuous sunlight and dump their waste heat i
What happened Companies are exploring orbital data centers as a way to sidestep the massive power demands of AI computing on the ground. A typical AI focused hyperscale facility consumes roughly as m...
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July 31, 2026 · Industry
Microsoft commits $130 billion-plus to new data centre leases amid AI boom
What happened Microsoft added over $130 billion in new data center lease commitments in a single quarter, pushing total future lease obligations to $329.1 billion. The expansion is directly tied to s...
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July 30, 2026 · Industry
Meta to build $14B El Paso data center campus with BlackRock
What happened Meta Platforms announced plans to build an AI data center campus in El Paso, Texas, in collaboration with BlackRock. The two companies plan to invest $14 billion in the project. No cons...
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May 1, 2026 · Industry
Larry’s risky business
Oracle Goes All In on AI Infrastructure While Everyone Else Builds Chatbots That Apologize for Being Wrong In a move that surprised exactly nobody who remembers Oracle's track record of aggressive pi...
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April 28, 2026 · Policy & Ethics
Maine Governor Vetoes Landmark Data Center Moratorium
Maine Governor Discovers That Blocking AI Data Centers Is Bad for Campaign Donations Maine almost became the first state brave enough to tell Big Tech's server farms to cool their jets, but Governor...
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April 8, 2026 · Opinion
Cisco CEO Chuck Robbins wants data centers in space
Cisco CEO Discovers Space: Proposes Moving Data Centers to Final Frontier Because Earth's Power Grid Apparently Not Complicated Enough Chuck Robbins, CEO of networking behemoth Cisco, has gazed upon...
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March 1, 2026 · Policy & Ethics
A pledge for power, but a thirst unquenched: Tech’s data center dilemma
Tech Giants Promise to Stop Stealing Your Electricity While Building AI Fortresses In a stunning display of corporate responsibility that definitely won't backfire, major tech companies are heading t...