That may be overstating it, but AI’s rapid acceleration is definitely reshaping global technology strategies. Today, we have three examples.

In today’s lead stories, we look at some of the big questions around AI and AI infrastructure. First — where are all these GPUs going, anyway? Nvidia’s disclosure that just …

The AI data center chip market is still surging, with Omdia projecting $286 billion by 2030, though growth is already slowing after a rapid 2022–2024 run and spending is expected …

Global giants like Disney, Foxconn, Hitachi, SAP, and TSMC are adopting Nvidia’s new RTX Pro enterprise servers to retool conventional computing clusters into “AI factory” infrastructure.

From this week’s Data Center Frontier Trends Summit, Flexential CEO Chris Downie warns that AI is forcing the data center industry to toss out its old playbook.

Despite the fever-pitch hype around generative AI, reality is proving more complicated: MIT NANDA’s recent report on the “Gen AI Divide” found only 5% of enterprises are seeing real ROI …

AI infrastructure is being built at breakneck speed, and the strategies are diverging. At the hyperscale end, Meta just signed a reported $10 billion deal with Google Cloud to secure …

A new Google study puts up some fascinating numbers about the holistic environmental impacts of AI, and how to measure them: Not just water, not just power, and not just …

AI is reshaping both physical infrastructure and political debates — and the two of them often interconnect. On the physical infrastructure side: In Texas, we see Vantage going big with …

Developments around Intel’s future and ownership are shifting quickly. SoftBank has announced a $2 billion investment in the company, becoming the chipmaker’s fifth-largest shareholder and deepening its global AI footprint …