India’s state-owned utility NTPC will supply 2GW of renewable energy to CtrlS Datacenters in a landmark agreement. This comes as India’s data center capacity is projected to grow 66% by 2026, driving unprecedented power demand.
As 80% of banks adopt generative AI by 2026, colocation becomes critical infrastructure. But the rush to deploy AI workloads reveals significant operational and compliance risks that could undermine financial stability.
OpenAI’s massive $38 billion commitment to AWS represents one of the largest cloud infrastructure deals in history. The technical architecture reveals why this partnership matters beyond just scale.
OpenAI’s $38 billion commitment to Amazon Web Services reveals a strategic diversification beyond Microsoft. This massive infrastructure deal reshapes cloud alliances and raises questions about AI spending sustainability.
Microsoft’s unprecedented $15.2 billion investment in the UAE represents the largest Western tech commitment to Middle East AI infrastructure. But this strategic move comes with significant geopolitical risks and operational challenges that could determine its success.
Microsoft’s $7.9 billion UAE investment represents more than just cloud expansion. It’s a strategic move in the escalating global AI infrastructure race that will reshape technology geopolitics for years to come.
The next frontier for cloud computing isn’t on land or underwater—it’s in orbit. Space-based data centers promise continuous solar power and dramatically reduced latency for satellite clients. The technical hurdles are formidable, but the strategic advantages are too compelling to ignore.
Xcel Energy has unveiled a $60 billion capital spending plan driven by explosive data center growth. The utility’s ambitious strategy reveals how AI and cloud computing are reshaping America’s power infrastructure.
CoreWeave’s ambitious $9 billion bid to acquire crypto miner Core Scientific has collapsed after shareholder revolt. The failed deal reveals the intense competition for data center capacity amid the AI boom and growing investor skepticism about AI company valuations.
Meta is borrowing $30 billion through bonds maturing as late as 2065 to fund its AI infrastructure ambitions. This massive debt offering signals how even tech giants are straining to finance the AI arms race.
