AMD CEO Lisa Su predicts massive CPU market growth over the next five years, driven by an unprecedented and unanticipated global surge in AI infrastructure demand that is rapidly reshaping the entire semiconductor landscape.
Lambda's CCO Robert Brooks IV declares AI compute a critical strategic resource — not a commodity — as the company races to build superintelligence supercomputers while championing an ambitious vision of putting a GPU in every person's hands.
NVIDIA shatters records with $81.6 billion in Q1 fiscal 2027 revenue, surging 85% year-over-year, as explosive AI demand drives Data Center sales to $75.2 billion while the company projects an even bigger $91 billion quarter ahead.
Jeff Bezos calls space-based data centers 'very realistic' but pushes back on Elon Musk's aggressive 2-3 year timeline, as Blue Origin targets a 2027 launch for 'Project Sunrise,' a bold plan to deploy 51,600 data center satellites into low Earth orbit, while space stocks surge amid SpaceX's anticipated IPO at …
Blackstone and Google are launching a $5 billion AI computing joint venture powered by Google's Tensor Processing Units, with 500 MW of U.S.-based data center capacity expected online by 2027 and Google veteran Benjamin Treynor Sloss named as CEO.
Meta is slashing 8,000 jobs — 10% of its workforce — this week as it redirects billions toward AI, raising capital expenditure guidance to as high as $145 billion for 2026, while internal morale crumbles amid layoff fears and controversial employee tracking tools.
A new Gallup survey reveals 7 in 10 Americans oppose AI data centers in their communities, with nearly half strongly against them — surpassing even opposition to nuclear plants — as environmental concerns over water, energy use, and pollution drive resistance across party lines.
A new Gallup poll reveals 7 in 10 Americans oppose local data center construction, with bipartisan resistance spanning 75% of Democrats and 63% of Republicans, as environmental concerns, rising costs, and AI distrust fuel a growing public backlash that threatens the future of AI infrastructure expansion across the country.
Google and SpaceX are in active talks to launch orbital data centers in space, though current analysis suggests terrestrial data centers remain far more cost-effective once satellite construction and launch costs are factored in.
SoftBank's Masayoshi Son is in talks with French President Emmanuel Macron over a multibillion-dollar AI data center investment in France, with Son reportedly floating a figure as high as $100 billion as part of a sweeping global push to build out artificial intelligence infrastructure.