Opposition to data centers is now a major constraint for developers, with $130 billion to $170 billion in data center projects paused or stopped by community backlash.

If Reuters reporting last week is correct, the Trump administration and FCC are considering a ban on Chinese-manufactured fiber-optic cables used in U.S. data centers. If that happens, what would …

Financial analyst consensus for 2026 Capex across Amazon, Microsoft, Alphabet, and Meta comes in at around $750 billion – $890 billion. Consequently, the AI infrastructure bottlenecks go far beyond GPUs, …

Equinix has long been recognized in the AI industry as a critical foundational infrastructure and interconnection provider, praised for its commitment to its business and enterprise customers, its vendor-neutral ecosystem, …

The Trump administration is walking a tightrope between promoting U.S. AI leadership while at the same time ensuring cybersecurity protections against growing risks.

Today, President Trump meets with Meta, Anthropic, OpenAI and Google to discuss “voluntary government safety testing” of AI labs’ advanced models for cybersecurity and hacking capability assessments. Embedded in those …

Earlier today, I read with interest TechInsights “The Great Chinese AI Decoupling: The AI Tigers,” which talks of emerging hardware-pipeline archetypes forming under the weight of U.S. export controls and …

Yesterday we led with the quarter-trillion dollars piling into AI infrastructure. Today, the money is moving downstream — from raw compute to the tools, networks, and models that determine whether …

The money moving through AI infrastructure right now is unlike anything the industry has seen. Nvidia is making a “substantial investment” — reported by Bloomberg as $5 billion — into …

The AI infrastructure conversation this week has been around the fact that compute needs are starting to center on inference, rather than training.