#AI infrastructure

Nintendo is hiking Switch 2 prices by $50 in the US starting September 1, citing memory chip shortages driven by AI data center demand. Sony already moved first. Who pays the bill?

Google is committing up to $40 billion to Anthropic, a direct AI competitor. The deal reveals how the real AI arms race isn't about models — it's about who controls the infrastructure beneath them.

SpaceX wants to launch a million orbital data centers to power AI without draining Earth. The vision is compelling. The physics, economics, and debris math are not.

Copper demand from AI data centers, EVs, and emerging economies is outpacing supply. By 2050, the world faces a 7-million-ton annual shortfall. Here's why higher prices aren't enough to fix it.

A Norwegian startup plans to submerge data centers offshore, powered by wind turbines. Could this solve AI's massive energy appetite, or create new problems? We examine multiple perspectives.

Amazon, Google, and Meta plan $700 billion in AI infrastructure spending for 2026. Wall Street is nervous, but tech CEOs double down. Who's right?

CoreWeave's 110% revenue surge reveals who's actually profiting from AI boom. While everyone chases ChatGPT, infrastructure providers count the cash.

Amazon invests $12 billion in Louisiana AI data centers as tech giants pour $700 billion into infrastructure. But who really wins in this rural AI gold rush?

As AI drives massive energy demands, some propose building data centers in space. But does the physics actually work, or is this just sci-fi dreaming?

Adani Group announces massive AI data center investment as India positions itself as a global computing hub. What this means for the AI landscape and why timing matters.

Australian mining giant BHP reports record profits as copper becomes its biggest earner for the first time, driven by EV and AI demand despite China's property slowdown.

Cisco reported strong Q2 results with revenue growth and AI infrastructure orders, but stock dropped 7% on conservative guidance. Analysis of what investors really want in the AI era.