Two projects in Nvidia’s hometown may sit empty for years because the local utility isn’t ready to supply electricity.
AI boom is making your utility bills more expensive, says BofA, and they’re likely to keep going up
October 23, 2025
OpenAI signs $38 billion deal to power AI tools with ‘hundred of thousands’ of Nvidia chips via Amazon Web Services
November 3, 2025
Data-center operator CoreWeave is a stock-market darling. Bears see its finances as emblematic of an AI infrastructure bubble
Investors and energy analysts question whether the AI race has turned into a bubble, one that would be costly to unravel as major…
The mainstreaming of AI is turning into a trillion dollar business, yet the two biggest data center real estate firms have lagged…
A U.S. Census Bureau survey showing declining AI adoption adds to signs we might be past the peak of the AI hype cycle
Investors had extremely high expectations for Nvidia’s data center division, with forecasts set at $41.3 billion.
Nvidia’s latest earnings show the AI boom as room to run, but the market reaction may point to a vibe shift in how investors are…
The real debate — whether all this AI capacity being built today will be profitable tomorrow — remains unresolved.
