Data Centers

Companies · 23 hours ago Alibaba Launches Zhenwu M890 AI Chip Amid US Export Controls Alibaba has introduced the Zhenwu M890 AI chip, claiming it triples the performance of its predecessor, the Zhenwu 810E, as part of its strategy to enhance AI capabilities amid ongoing US export restrictions.

Companies · 1 day ago Nscale's Contract Backlog Surges to $103 Billion Ahead of IPO with Microsoft and Anthropic Nscale, an AI infrastructure firm, has seen its contract backlog soar to over $103 billion, primarily due to agreements with Microsoft and Anthropic, as it prepares for its NYSE IPO.

Markets · 1 day ago AI Development Slowdown Sparks Market Sell-Off, Impacting Major Stocks Recent calls for a slowdown in AI development by industry leaders have triggered a sell-off in AI-related stocks, impacting major indices like the Nasdaq 100 and S&P 500.

Spot & ETFs · 2 days ago Australia's 40-Year Economic Plan: AI as a Growth Engine Australia's latest economic report predicts that artificial intelligence will significantly boost the nation's GDP and job market over the next four decades.

Adoption · 3 days ago Charles Hoskinson Predicts Blockchain Will Absorb AI in Next Five to Ten Years Cardano founder Charles Hoskinson forecasts that blockchain technology will eventually integrate artificial intelligence, addressing key challenges in the AI sector.

Markets · 3 days ago US Data Centers Set for Sevenfold Power Capacity Expansion, Led by Texas A recent report reveals that US data centers are poised for a massive increase in power capacity, with Texas expected to dominate the expansion.

Companies · 4 days ago Nvidia's Jensen Huang Projects $3T-$4T AI Spending by 2030 Amid Supply Constraints At the Goldman Sachs conference, Nvidia CEO Jensen Huang reaffirmed his forecast of $3 trillion to $4 trillion in annual AI infrastructure spending by 2030, highlighting supply chain challenges.

Macro · 4 days ago Brookfield CEO Highlights AI Infrastructure Challenges Amid Industry Growth Brookfield CEO Bruce Flatt warns that the rapid growth of AI is hampered by insufficient infrastructure, with a projected need for over $7 trillion in investment over the next decade.

Companies · 5 days ago CoreWeave Announces $3 Billion Debt Offering and Share Sale to Boost AI Infrastructure CoreWeave plans to raise $3 billion through convertible senior notes and an equity sale of up to 35 million shares to enhance its AI cloud services and improve its credit profile.

Adoption · 5 days ago GlobalFoundries and Marvell Expand Optical Connectivity Partnership for AI Data Centers GlobalFoundries and Marvell Technology are enhancing their collaboration to develop next-generation optical interconnects aimed at improving data transfer speeds in AI-centric data centers.

Compliance · 5 days ago B.AI Achieves Record 1.51 Trillion Tokens Daily Throughput in AI Infrastructure B.AI has set a new industry record with a daily throughput of over 1.51 trillion tokens, marking a significant leap in AI infrastructure just five months post-launch.

Adoption · 6 days ago Sen. Elizabeth Warren Supports AI Development Pause Amid Safety Concerns Senator Elizabeth Warren has endorsed a temporary halt on advanced AI development, advocating for federal regulations to ensure safety before further advancements are made.

Companies · 6 days ago Intel and SK Hynix Explore Partnership for U.S. Memory Chip Manufacturing Intel's stock has risen as SK Hynix considers a partnership to manufacture memory chips in Ohio, addressing supply shortages in AI infrastructure.

Mining · 6 days ago Bitcoin Miners Gain Advantage Amid AI Data Center Restrictions in the US Bitcoin mining sites are becoming increasingly valuable as restrictions on new data centers grow, particularly affecting AI developers. With over 151 active moratoriums, miners are capitalizing on the scarcity of permitted power capacity.

Companies · 6 days ago Korea Blockchain Week 2026 Announces Key Partners and Speakers Korea Blockchain Week 2026 has revealed its partner lineup, featuring Upbit, 0G, BRV, and BitGo among others, set to take place in Seoul from September 29 to October 1.

Macro · 1 week ago Carlyle Group's Jason Thomas Warns AI Infrastructure Boom Mirrors Pre-Crisis Mortgage Trends Jason Thomas of Carlyle Group highlights the risks of today's AI infrastructure lending, drawing parallels to the mortgage crisis of 2008.

Markets · 1 week ago AllianceBernstein and Digital Realty Address AI Development Slowdown Impact Both AllianceBernstein and Digital Realty emphasize that a slowdown in AI development will not significantly affect tech fundraising or data center demand, respectively.

Mining · 1 week ago Bitdeer Technologies Signs $6B AI Cloud Deal in Malaysia, Shifts Focus from Bitcoin Mining Bitdeer Technologies has secured a 10-year AI cloud agreement in Malaysia worth $6 billion, marking a significant pivot from its Bitcoin mining roots to AI infrastructure development.

Regulation · 1 week ago Data Center Mortgages Surge as AI Demand Reshapes CMBS Landscape The commercial mortgage backed securities market is experiencing a significant shift as data center financing surges, driven by the AI sector's rapid growth. This transformation raises new risks and challenges for investors.

Markets · 1 week ago Surge in AI Demand Fuels Data Center Construction and Energy Needs The growing shift towards advanced AI technologies is driving a significant increase in data center construction and energy consumption, with global demand expected to double by 2030.