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Total 64 articles

The Gulf's Trillion-Dollar AI Dream Goes Up in Smoke
TechEN
The Gulf's Trillion-Dollar AI Dream Goes Up in Smoke

Iran's closure of Hormuz Strait and renewed Houthi attacks threaten $2.2 trillion in Middle East AI investments. Amazon data center strikes expose critical infrastructure vulnerabilities in the region's tech hub ambitions.

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DH
Doyun Han
Big Tech's Power Plant Promise Faces Reality Check
TechEN
Big Tech's Power Plant Promise Faces Reality Check

Trump administration's pledge for Big Tech to build own power plants may not shield consumers from rising electricity costs. Technical and economic barriers analyzed

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DH
Doyun Han
Bitcoin Miners Pivot to AI as MARA Soars 16%, But CoreWeave Stumbles
EconomyEN
Bitcoin Miners Pivot to AI as MARA Soars 16%, But CoreWeave Stumbles

Mixed earnings highlight the divergence between AI expansion plays and profitability pressures as crypto miners chase new revenue streams in the AI boom.

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SP
Seoyeon Park
PRISM

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America's AI Dreams Hit a Power Wall
EconomyEN
America's AI Dreams Hit a Power Wall

Surging AI data center power demands expose US grid limitations, threatening AI leadership and reshaping tech investment strategies

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SP
Seoyeon Park
Why Bitcoin Miners Are Racing to Become AI Data Centers
EconomyEN
Why Bitcoin Miners Are Racing to Become AI Data Centers

MARA Holdings stock jumps 17% after striking AI data center deal with Starwood. Analysis of the industry-wide pivot from crypto mining to artificial intelligence infrastructure.

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SP
Seoyeon Park
Trump's Electric Bill Promise Hinges on Big Tech Footing the Power
TechEN
Trump's Electric Bill Promise Hinges on Big Tech Footing the Power

Trump's pledge to cut electricity costs relies on Amazon, Google, Meta and 4 other tech giants signing a rate protection deal March 4th. Can Silicon Valley solve America's power crunch?

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DH
Doyun Han
Moody's Flags Big Tech's Data Center Accounting Gap
EconomyEN
Moody's Flags Big Tech's Data Center Accounting Gap

Credit rating agency Moody's warns of significant gaps in how Big Tech companies account for their massive data center investments. What hidden risks are investors missing?

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SP
Seoyeon Park
PRISM

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Tata Lands OpenAI as First Customer—Is India the New AI Infrastructure Powerhouse?
EconomyEN
Tata Lands OpenAI as First Customer—Is India the New AI Infrastructure Powerhouse?

Tata Group secures OpenAI as the inaugural customer for its HyperVault data center business, signaling India's emergence as a global AI infrastructure hub amid US-China competition.

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SP
Seoyeon Park
Why a Tesla Veteran's 'Transformer' Startup Just Raised $140M in 6 Months
TechEN
Why a Tesla Veteran's 'Transformer' Startup Just Raised $140M in 6 Months

Heron Power's rapid fundraising reveals how data centers are reshaping power infrastructure. Customers want 40 gigawatts of solid-state transformers. Here's why 100-year-old technology is finally changing.

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DH
Doyun Han
Why India's $200 Billion AI Bet Could Reshape Global Tech
TechEN
Why India's $200 Billion AI Bet Could Reshape Global Tech

India aims to attract over $200 billion in AI infrastructure investment within two years, building on $70 billion already committed by US tech giants. Can this ambitious push make India the world's next AI superpower?

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DH
Doyun Han
Adani's $100B AI Bet: India's Bold Play for Global Tech Dominance
EconomyEN
Adani's $100B AI Bet: India's Bold Play for Global Tech Dominance

India's Adani Group announces $100 billion investment in AI data centers by 2035, aiming to build the world's largest integrated platform. What this means for global AI competition.

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SP
Seoyeon Park
PRISM

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When Power, Not Processing, Becomes AI's Bottleneck
TechEN
When Power, Not Processing, Becomes AI's Bottleneck

As data center energy demand threatens to triple by 2035, Indian startup C2i raises $15M with a bold claim to cut power losses by 10% through integrated grid-to-GPU solutions

·
DH
Doyun Han
PRISM

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