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 …

CoreWeave is the latest company to report on quarterly earnings that showed strong growth in AI infrastructure revenues — along with ballooning capex that reflects the steep costs of scaling …

The race to build AI-ready capacity is heating up, with Dell’Oro forecasting the physical data center infrastructure market to reach $63.1 billion by 2029, growing at a 15% CAGR on …

Cisco closed fiscal 2025 with AI infrastructure orders surpassing $2 billion—double its goal—and locked in two $1 billion webscale deals for 2026, underscoring hyperscalers’ accelerating network buildouts.

AI may be driving some workforce cuts, but it’s also generating various new jobs — and in both AI infrastructure and AI in general, finding enough of the right people …