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 …
AI Infrastructure Newsletter
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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.
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Deutsche Telekom and Orange are taking bold steps to strengthen AI capabilities and data sovereignty.
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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 Newsletter
AI: As big as, or bigger than, the Internet
byKelly Hill
byKelly Hill
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 …
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Today’s news gets at the heart of the “how” of AI infrastructure: How is it being built, both physically and as a business?
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Fiber interconnects for the networks, under the skies.
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OpenAI is taking a bold step with its first data center initiative in Europe: Stargate Norway.
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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 …
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Microsoft delivered some big numbers for the past quarter.