Data centers

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Photo of Jensen Huang
AI

Nvidia CEO says data centers take about 3 years to construct in the U.S., while in China ‘they can build a hospital in a weekend’

By
December 6, 2025
data center
Environment

The rise of AI reasoning models comes with a big energy tradeoff

By Rachel Metz, Dina Bass and Bloomberg
December 5, 2025
Ted Pick
Banking

Morgan Stanley considers offloading some of its data-center exposure

By Esteban Duarte, Paula Seligson, Davide Scigliuzzo and Bloomberg
December 4, 2025
Matt Rogers
Commentary

I built the first iPhone with Steve Jobs. The AI industry is at risk of repeating an early smartphone mistake

By
December 4, 2025
satellite
AI

Google’s plan to put data centers in the sky faces thousands of (little) problems: space junk

By
December 3, 2025
Greg Abbott and Sundar Pichai sit next to each other at a red table.
AI

Bank of America predicts an ‘air pocket,’ not an AI bubble, fueled by mountains of debt piling up from the data center rush

By
December 3, 2025
IBM CEO warns there’s ‘no way’ hyperscalers like Google and Amazon will be able to turn a profit at the rate of their data center spending
AI

IBM CEO warns there’s ‘no way’ hyperscalers like Google and Amazon will be able to turn a profit at the rate of their data center spending

By
December 3, 2025
More than 1,000 Amazon employees sign open letter warning the company’s AI ‘will do staggering damage to democracy, our jobs, and the earth’
AI

More than 1,000 Amazon employees sign open letter warning the company’s AI ‘will do staggering damage to democracy, our jobs, and the earth’

By
December 2, 2025
Photo of Sundar Pichai
Innovation

Google CEO Sundar Pichai says we’re just a decade away from a new normal of extraterrestrial data centers

By
December 1, 2025
CyrusOne
Investing

Worldwide markets roiled by data-center snafu in Chicago suburb

By Katherine Doherty, Isis Almeida, Sagarika Jaisinghani, Lynn Doan and Bloomberg
November 30, 2025
K-shaped economy and ‘collective holding of breath’ about the AI bubble both appear in Fed’s temperature check
Economy

K-shaped economy and ‘collective holding of breath’ about the AI bubble both appear in Fed’s temperature check

By
November 27, 2025
Sam Altman
AI

OpenAI won’t make money by 2030 and still needs to come up with another $207 billion to power its growth plans, HSBC estimates

By
November 26, 2025
A World Bank expert thinks countries should leverage ‘small AI’—and avoid competing with the biggest tech giants
Asia

A World Bank expert thinks countries should leverage ‘small AI’—and avoid competing with the biggest tech giants

By
November 24, 2025
As Google eyes exponential surge in serving capacity, analyst says we’re entering ‘stage two of AI’ where bottlenecks are physical constraints
AI

As Google eyes exponential surge in serving capacity, analyst says we’re entering ‘stage two of AI’ where bottlenecks are physical constraints

By
November 23, 2025
Jefferies’ Chris Wood called Japan’s crash and the U.S. housing bubble. He’s now warning of an ‘AI capex arms race’
Asia

Jefferies’ Chris Wood called Japan’s crash and the U.S. housing bubble. He’s now warning of an ‘AI capex arms race’

By
November 21, 2025

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