Economist Justin Wolfers likened the surge in electricity demand from artificial intelligence to a temporary "egg shortage," ...

If you're wondering why AI companies are pursuing this path, they'll tell you it's not just about electricity — it's about ...

AI data centers are becoming power developers due to electricity constraints, leading to a shift towards onsite power generation and vertical integration, with potential winners including EQIX, ...

The Stargate AI data center under construction in Abilene, Texas, on September 23, 2025. Under the baking heat of a Louisiana ...

Utilities are pushing to increase supply, but meeting the surge in demand won’t be easy or fast. Tech companies aren’t ...

For years, Oracle has found itself solidly in the second tier of cloud providers, well behind the top three of Amazon Web ...

OpenAI is collaborating with several US corporate and technology firms to build a web of billion-dollar deals, all to spend a ...

Elon Musk’s xAI is poaching ex-Nvidia engineers to teach AI how to build video games—worlds, physics, and all. But as ...

OpenAI and Broadcom have entered an agreement that will see the companies collaborate on up to 10 gigwatts of custom AI ...

Commuters in Dubai will be able to ride in Elon Musk’s underground transit system as soon as next year, according to an Emirati official.

The companies said OpenAI would design the chips, which Broadcom will develop and deploy starting in the second half of 2026.

"Whenever a small group of dominant companies gains control of an emerging industry, competitive risks are inevitable," Mogin ...