
Cloud
Oracle's $45-50B Cloud Infrastructure Push Signals Major AI Infrastructure Race
2/2/2026

AI
Meta's $135B AI Infrastructure Bet: Bigger Than Kenya's GDP
1/29/2026

Chips
SK Hynix's $10B U.S. AI Gamble: Strategic Bet or Memory Maker's Identity Crisis?
1/29/2026

Infrastructure
Microsoft's Datacenter Expansion Sparks Water Usage Concerns Amid AI Boom
1/28/2026

Infrastructure
Digital Edge to Invest $4.5B in Indonesia's Largest Hyperscale Data Center
1/28/2026

Chips
ASML's Record Bookings Signal Semiconductor Boom Amid AI Frenzy, But Geopolitical Risks Loom
1/28/2026

Infrastructure
Infrastructure Demands and AI Frontiers: Storage Surges as Models Diversify
1/28/2026

Infrastructure
SoftBank Halts $50B Switch Acquisition, Stalling Stargate Data Center Ambitions
1/26/2026

Infrastructure
Nvidia Doubles Down on CoreWeave with $2B Investment to Accelerate AI Infrastructure Buildout
1/26/2026

Trends
Copper Hits Record High as AI Demand and Tariff Hedging Offset China Slowdown
1/26/2026

Infrastructure
Applied Digital Implements Staged Disclosure Strategy for New 430 MW Datacenter Project
1/23/2026

Chips
Intel Shifts Chip Production Priorities to Meet Surging AI Server Demand
1/23/2026

AI
OpenAI's Power-Revenue Scaling Faces Reality Check as Losses Mount Amid 10GW Compute Buildout
1/22/2026