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20 results for "AI infrastructure"
China added 430 gigawatts of renewable energy in 2025 alone and is co-locating AI data centers in surplus clean-power zones, creating a structural electricity cost advantage over US AI infrastructure that export controls and chip restrictions cannot address.
Tech companies have cut 142,000 jobs in 2026 while committing roughly $700 billion to AI infrastructure — with entry-level software engineering jobs down nearly 20 percent and profitable companies explicitly tying layoffs to AI investment acceleration.
SoftBank pledges €75 billion for 5 gigawatts of AI data center capacity in France—Europe's largest AI infrastructure commitment—brokered directly between Masayoshi Son and President Macron.
Fireworks AI, which helps enterprises deploy and run AI models at scale, is in active talks to raise a new funding round at a $15 billion valuation, with Index Ventures set to co-lead.
Digital Realty signed its largest single lease ever — 200 megawatts in Charlotte driven by AI demand — and raised full-year 2026 revenue guidance to $6.65–$6.75 billion, confirming AI infrastructure as the dominant force reshaping commercial real estate.
Global bank CEOs are sprinting to deploy AI across trading and credit while the FSB and EBA warn of dangerous oversight gaps—and a systemic risk from AI infrastructure lending that few are measuring.
The world's largest commercial real estate firm didn't set out to become an AI infrastructure gatekeeper. The data center boom didn't give it a choice.
SpaceX's IPO filing positions the company as a vertically integrated AI infrastructure platform — not a rocket company — with a $1.25 billion-per-month Anthropic compute deal and a $1.8 trillion valuation target that would set a new IPO record.
Cisco is eliminating nearly 4,000 jobs as it pivots to AI infrastructure, on the same day it reported record revenue of $15.8 billion and raised its AI order forecast to $9 billion.
Google is in active negotiations with SpaceX to put AI compute infrastructure into orbit — a move that could reshape who controls the physical layer of AI.
Singapore's MAS has launched a shared AI infrastructure across major banks and law enforcement for real-time cross-institution fraud detection — a model regulators globally are studying as a potential blueprint.
Europe's electricity grid faces a structural inability to meet AI data center demand, with interconnection queues stretching 3–5 years and aging cross-border infrastructure threatening both AI competitiveness and 2030 climate targets.
AI data centers are projected to account for 55% of all U.S. electricity demand growth over the next five years — and renewables are the only generation technology that can keep pace.
Cloud provider Nebius Group is acquiring 20-person inference optimization startup Eigen AI for $643 million, signaling that making AI models run cheaper is now worth as much as raw compute capacity.
AI data centers are projected to consume 1,050 TWh globally by end of 2026—potentially ranking as the world's fifth-largest national energy user—while U.S. grid interconnection queues stretch three to five years.
GPU-backed debt structures and hyperscale AI data center construction are straining commercial insurance markets with novel risk profiles that existing products weren't designed to cover.
Microsoft, Meta, Alphabet, and Amazon report Q1 2026 earnings today with a combined $600B AI infrastructure commitment under scrutiny — the biggest AI ROI test of the year.
OpenAI missed multiple monthly revenue targets in 2026 and fell short of its billion-user ChatGPT goal, triggering a selloff in Nvidia, Oracle, and AMD.
Parcels near high-voltage substations and fiber networks — dubbed 'Powered Land' — now command premiums that rival urban cores as AI data center demand rewrites commercial real estate value.
Oracle has contracted up to 2.8 gigawatts of power from Bloom Energy's stationary fuel cells for AI data centers — bypassing utility interconnection queues that average four years and establishing off-grid power as a mainstream AI infrastructure strategy.