151 trends tracked about this subject — the full history, oldest to newest below.
A new McKinsey study finds roughly one-quarter of globally traded critical goods face supply disruption risk as AI-driven demand reshapes trade flows.
The United States Department of Justice opens investigations into Nvidia and Super Micro amid fallout from leadership resignations.
Data center construction is expected to continue despite midterm election results, even as opponents claim victories and electricity concerns drive much of the backlash.
Nebius shares dropped sharply as the neocloud company issued a disappointing sales outlook and outlined heavy capital expenditure plans.
CoreWeave shares fell more than 7% overnight on November 12 as Nvidia CEO Jensen Huang resigned, sending AI infrastructure stocks lower.
AI cloud provider CoreWeave is seeking at least $4 billion in investment-grade debt to fund its rapidly expanding data center infrastructure.
Financial markets react to a developing scandal involving Nvidia as investors shift attention toward alternative semiconductor and software stocks.
Nvidia-backed CoreWeave surged 24.7% after reporting $3.66 billion in third-quarter revenue, helping revive the broader technology market and the Nasdaq.
Meta's longtime head of infrastructure Santosh Janardhan will step down in early 2027 and be succeeded by former AWS executive Dave Brown.
CoreWeave shares jumped after the AI cloud provider beat Q3 revenue estimates and lifted its full-year outlook, easing investor concerns about its debt-heavy growth model.
SoftBank's billion-dollar loss on electrical turbines raises questions about AI's natural gas ambitions.
CoreWeave CEO Michael Intrator says the company sees no reason for its Nvidia partnership to change despite controversy surrounding CEO Jensen Huang.
Anthropic's planned giant IPO signals deeper alignment with Nvidia as Jensen Huang faces FBI scrutiny.
CoreWeave beat Q3 revenue estimates and raised its full-year forecast, sending shares up over 7% in extended trading.
CoreWeave's earnings report puts its debt-heavy AI infrastructure expansion under investor scrutiny as the GPU cloud provider navigates financing pressures.
SoftBank Group reported a $7 billion quarterly loss driven by a $3.7 billion writedown on advance payments for U.S. data center projects, according to The Information.
SoftBank Group reported a $7 billion first-half loss and saw shares plunge 10% as founder Masayoshi Son's aggressive AI and data-center bets unraveled.
China's trade surplus topped $1 trillion in the first 10 months of 2026, reaching the milestone a month earlier than last year as exports surged 35.2% in October on AI-driven demand.
CoreWeave faces a political hurdle in Texas as the incoming governor signals stricter scrutiny over data center expansions.
A satirical script called RAM-Altman emails OpenAI's CEO whenever a computer's memory utilization drops below 90%, turning memory management into performance art.
Nvidia-backed AI startup Fireworks AI disclosed a second cyberattack in 18 days, expanding breach scope to datasets and model weights while notifying major customers including legal AI firm Harvey.
Goldman Sachs CEO David Solomon says AI financing demand remains strong despite rising debt costs and market jitters, citing estimates of more than $10 trillion in U.S. data center investment through 2032.
Microsoft is reportedly scaling back its reliance on neocloud data center providers as its massive AI infrastructure expansion encounters strain, according to multiple financial and technology outlets.
Voters in nearly 40 US towns have rejected data center projects, signaling a significant political roadblock for the artificial intelligence build-out.
8 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
5 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
US voters rejected data center developments in ballot measures, threatening the artificial intelligence expansion.
2 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
Marvell is pursuing a mega-acquisition of Lumentum to strengthen its position in the optical infrastructure race for AI.
Morgan Stanley warns that AI infrastructure development could require between US$10 trillion and US$15 trillion over the next decade.
Anthropic is pursuing an aggressive expansion of its computing infrastructure, including plans for $900 billion in AI spending and own data centers.
OpenAI is strategically repositioning its infrastructure and political outreach as the 2028 presidential election looms.
Sectors brace for a pivot as financial markets and managers weigh the impending impact of the US midterm elections.
Alphabet faces scrutiny over soaring artificial intelligence investments, declining cash flow, and escalating data center expenditures.
OpenAI is pitching political hopefuls on specific terminology and testing frameworks for artificial intelligence ahead of 2028.
6 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
16 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
Goldman Sachs expands its AI infrastructure capabilities as financing demand surges following major industry insights from America's premier AI conference.
Goldman Sachs reports a massive $210 billion financing day amid forecasts that AI investment growth will peak in the fourth quarter of 2026.
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SpaceX has secured a $40 billion financing deal with Apollo to accelerate its AI expansion amid warnings of a broader AI debt crisis.
Financial analysts are evaluating the long-term growth potential of memory and storage stocks as the AI boom shifts focus beyond primary chipmakers.
Coverage reveals Vietnam's first semiconductor plant is unlikely to meet its projected completion target.
Verizon has raised its 2026 financial forecasts following a surge in wireless subscribers and a multi-billion dollar AI deal with Amazon Web Services.
SpaceX secures $40B in financing for AI chips as Elon Musk warns of impending neocloud industry consolidation.
SpaceX has secured a $40 billion debt-financing deal with Apollo to acquire AI GPUs, while Elon Musk warns of a 'guppy-level death' for neocloud firms.
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Financial analysts and economists warn of a growing disconnect between massive AI capital expenditures and actual cash generation outside the tech sector.
Market reactions diverge from corporate performance as technology equities decline despite positive earnings reports.
Global financial markets face mounting pressure as artificial intelligence debt anxieties collide with French bond stress tests.
An Nvidia-backed AI hopeful's ambitious public listing attempt collapsed within days amid surging infrastructure expenses.
5 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
5 news sources are covering this Business story right now — PULSE is tracking how fast it spreads.
Markets face an impending data-center crunch as surging artificial intelligence energy demands outpace available power.
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Morgan Stanley reports Nvidia and Broadcom are shielded from an AI power crunch creating a hole in the chip supply chain.
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Investors are targeting specific AI infrastructure stocks as bullish earnings per share revisions signal a potential surge in market value.
Current coverage highlights heavy demand for blue-collar workers driven by the construction boom of data centers.
Federal regulators criticize the nation's largest grid operator as power auctions face delays over data center costs.