Technology ❯ Artificial Intelligence ❯ Infrastructure ❯ Data Centers

Investment

Micron Rises on Tight Memory Supply and Surging AI Data‑Center Demand

Limited high‑bandwidth memory capacity has pushed prices and margins higher, prompting bullish buy calls and multi‑year price forecasts.

Mistral Stakes a European AI Stack, Rebuts Pope on Military Use

SoftBank’s Masayoshi Son Weighs Up to $100 Billion for French AI Data Centers

Google Breaks Ground on $15 Billion AI Data Center Hub in Visakhapatnam

Huang Says AI Buildout Needs Trillions as Workplace Adoption Shows Strains

Nscale Raises $2 Billion at $14.6 Billion Valuation to Scale AI Data Centers

OpenAI Secures $110 Billion From Amazon, Nvidia and SoftBank at $730 Billion Valuation

Nvidia’s Feb. 25 Earnings Will Set the Tone for the AI Infrastructure Boom

AI Memory Crunch Forces Vendors to Rewrite Terms as Consumer Prices Climb

AI Enters a Pivot Year: Budgets Rise, Agentic Systems Roll Out, Calls for Urgent Rules Intensify

AI Data Centers Run Into Political Headwinds as Power Demands Soar

Tech Giants Press On With Record 2026 AI Spend as Investors Question Returns

Big Tech Maps $600–$650 Billion AI Capex for 2026, Splitting Markets

X Limits Grok Image Editing to Paid Users as Governments Threaten Action Over Sexual Deepfakes

AI Rally Hits a Turning Point as Markets Shift Toward Clear Monetization

IBM CEO Warns $8 Trillion AI Buildout Doesn’t Pencil Out

Google Pledges $40 Billion for Texas AI and Cloud Infrastructure Through 2027

Google Pledges $40 Billion for Three New Texas AI Data Center Campuses by 2027

Anthropic Commits $50 Billion to U.S. AI Data Centers With Fluidstack

Compute Crunch Deepens: Microsoft to Use OpenAI’s System Designs as Intel AI Chief Joins OpenAI