Equinix’s Tiffany Osias spoke at a KeyBanc conference this week to give us all a reality check on the “hard business” of building data centers — and a look at how Equinix is positioning itself to execute on hyperscale data center opportunities rather than get caught up in what her IR colleague Chip Newcom calls the “bragawatts”
The biggest story in AI right now is the unusual-to-say-the-least deal that the Trump administration has struck with Nvidia and AMD.
Deutsche Telekom and Orange are taking bold steps to strengthen AI capabilities and data sovereignty.
The AI investments just keep coming: Yesterday, it was Apollo buying Stream Data Centers. Today, Brookfield Asset Management stakes its claim in the AI-driven data center boom, outlining a dedicated AI infrastructure strategy with $33 billion already in play supporting European projects — and more to come.
That’s a pretty big declaration. And it came from no less a tech authority than Apple CEO Tim Cook — who also said that Apple has catch-up work to do in AI, and the company is shifting investments and people to focus on AI accordingly.
Today’s news gets at the heart of the “how” of AI infrastructure: How is it being built, both physically and as a business?
OpenAI is taking a bold step with its first data center initiative in Europe: Stargate Norway.
Happy Friday! Meta beat Wall Street’s expectations for the second quarter — and it’s putting major resources into spending on both infrastructure and people, including chasing AI talent that comes with hefty compensation costs (although dollars alone aren’t always a determinant.
Microsoft delivered some big numbers for the past quarter.
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