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AI adoption far outpaces that of the early Internet — report sheds light on worldwide AI penetration and usage patterns
By Bruno Ferreira published
A Financial Times report sheds light on worldwide AI penetration and usage patterns

Nvidia is turning GPUs into capital, but questions exist around sustainability — AI companies are financing hardware like debt
By Luke James published
Premium From xAI’s $20 billion debt package to OpenAI’s prepaid clusters, the GPU shortage has created a new kind of financial asset.

Dell doubles revenue guidance through its fiscal 2030 on AI infrastructure buildout
By Luke James published
Dell has nearly doubled its long-term growth outlook on the back of surging demand for AI servers, raising revenue and earnings projections through fiscal 2030.

BlackRock subsidiary buys up 78 data centers totaling 5GW in $40 billion deal
By Bruno Ferreira published
BlackRock subsidiary Global Infrastructure Partners set to buy out Aligned Data Centers for $40 billion.

Chip designer Jim Keller says Intel still has 'a lot of work to do'
By Jon Martindale published
Also working with Japanese firm, Rapidus, to get swift access to the smallest process nodes possible.

Microsoft inks $33 billion in deals with 'neoclouds' like Nebius, CoreWeave
By Sunny Grimm published
Microsoft is renting external GPU data centers for internal use so it can, in turn, rent out its own facilities to other customers.

Phison CEO claims NAND shortage could last a staggering 10 years
By Sunny Grimm published
AI profits are changing the landscape of storage and memory, perhaps fundamentally

Meta reportedly buying RISC-V AI GPU firm Rivos
By Sunny Grimm published
Meta is reportedly set to acquire startup Rivos, according to sources close to the matter. The startup specializes in RISC-V based GPUs for AI workloads, a perfect match for Meta's wishlist.

AI data center boom sends some wholesale electricity prices soaring up to 267% in five years, says report
By Jon Martindale published
People living near many of the new data centers being built as part of the AI boom are finding their power costs rising dramatically, in some cases making it hard to afford day-to-day living.
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