
Infrastructure
Major Tech Investors Demand Site-Specific Data Center Water and Power Usage Transparency
4/7/2026

Chips
Arm Set to Dominate AI Server Market with 90% Share by 2029, Leaving x86 and RISC-V Behind
4/4/2026

AI
Apple's $14B AI Bet vs. Hyperscalers' $650B Gamble: A Study in Strategic Contrasts
3/16/2026

Startups
Nexthop AI Raises $500M at $4.2B Valuation to Build Power-Efficient AI Infrastructure
3/10/2026
Chips
Broadcom claims AI companies can't build their own chips, predicts $100B AI chip revenue by 2027
3/5/2026

Cloud
Hyperscaler Spending Surge: Google, Meta, Microsoft, Amazon to Exceed $600 Billion
2/11/2026

Regulation
Trump Administration Pushes Hyperscalers to Fund Their Own Datacenter Power Costs
2/10/2026

Cloud
The Blame-Absorption Economy: How Hyperscalers Redefined Corporate Risk in Distributed Systems
1/7/2026