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#AI infrastructure

Total 45 articles

Cloudflare Soars 10% as Wall Street Bets on AI Traffic Goldmine
EconomyEN
Cloudflare Soars 10% as Wall Street Bets on AI Traffic Goldmine

Cloudflare's stock jumps 10% as analysts embrace its role as critical infrastructure for an AI-driven internet where bots and agents generate massive traffic

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SP
Seoyeon Park
Why Blackstone Just Bet $10B on an Unknown Aussie AI Startup
EconomyEN
Why Blackstone Just Bet $10B on an Unknown Aussie AI Startup

Firmus secures massive debt package from Blackstone and Coatue, signaling a new phase in AI infrastructure investment. What this means for the global AI race.

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SP
Seoyeon Park
The Great Data Center Pause: Why 6 US States Want to Hit the Brakes on AI Infrastructure
TechEN
The Great Data Center Pause: Why 6 US States Want to Hit the Brakes on AI Infrastructure

New York leads six states considering data center construction moratoriums amid rising electricity costs and environmental concerns. Bipartisan opposition emerges to AI infrastructure boom.

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DH
Doyun Han
PRISM

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Why Six US States Are Hitting the Brakes on Data Centers
TechEN
Why Six US States Are Hitting the Brakes on Data Centers

New York joins five other states proposing data center moratoriums as bipartisan concerns mount over AI's hidden costs - soaring energy bills, grid strain, and environmental impact.

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DH
Doyun Han
Why Wall Street Still Believes in IREN Despite Earnings Miss
EconomyEN
Why Wall Street Still Believes in IREN Despite Earnings Miss

IREN's Q2 earnings disappointed, but analysts remain bullish on the bitcoin miner's pivot to AI infrastructure. Here's what the $3.6B Microsoft deal means for investors.

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SP
Seoyeon Park
Why Japan's Trading Giants Are Doubling Down on 'Old Economy' Bets
EconomyEN
Why Japan's Trading Giants Are Doubling Down on 'Old Economy' Bets

Four of Japan's Big Five trading houses are expanding in metals and energy as AI boom drives unprecedented demand. What does this mean for global supply chains and investment strategies?

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SP
Seoyeon Park
Bitcoin Retreats Below $74K as AI Jitters Slam Tech Sector
EconomyEN
Bitcoin Retreats Below $74K as AI Jitters Slam Tech Sector

Bitcoin fell below $74,000 as AMD's disappointing forecast triggered a selloff in AI infrastructure-linked crypto miners. Tech sector weakness weighs on crypto markets amid AI disruption fears.

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SP
Seoyeon Park
PRISM

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When Winter Storms Expose AI's Power Hunger Crisis
CultureEN
When Winter Storms Expose AI's Power Hunger Crisis

Winter Storm Fern forced data centers to fire up backup generators. With AI driving massive power demand, are flexible solutions the answer?

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MC
Minho Choi
Oracle Bets $45B on AI Infrastructure as Big Tech Arms Race Heats Up
EconomyEN
Oracle Bets $45B on AI Infrastructure as Big Tech Arms Race Heats Up

Oracle announces plans to raise up to $50 billion in 2026 for AI data center expansion, but stock volatility reveals investor concerns about massive infrastructure spending sustainability.

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SP
Seoyeon Park
India Offers Foreign Cloud Giants Zero Taxes Until 2047
TechEN
India Offers Foreign Cloud Giants Zero Taxes Until 2047

India proposes tax-free cloud services until 2047 for foreign providers using Indian data centers to serve overseas customers. Google, Microsoft, Amazon announce massive investments despite power and water challenges.

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DH
Doyun Han
ASML's Record Orders Signal AI Infrastructure Boom Is Far From Over
TechEN
ASML's Record Orders Signal AI Infrastructure Boom Is Far From Over

Dutch chip equipment maker ASML posted record quarterly bookings of €13 billion, suggesting semiconductor manufacturers expect sustained AI demand for years to come.

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DH
Doyun Han
PRISM

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What Meta's $6.4M Ad Blitz Is Really Trying to Hide
TechEN
What Meta's $6.4M Ad Blitz Is Really Trying to Hide

Meta spent $6.4 million on ads promoting data centers in rural America. But what's the real story behind this expensive PR campaign?

·
DH
Doyun Han
PRISM

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