#ai-data-centers

8 briefings

Amazon's AI Data Center Bet Pays Off as Earnings Fuel a Megacap Rally

Aug 3, 2026, 10:32 PM

Tim Cook Calls Memory Prices a 'Hundred-Year Flood' as AI Drains the Chip Supply

Aug 1, 2026, 5:38 AM

Nvidia May Backstop $250B of OpenAI's Debt — and Wall Street Is Nervous

Jul 27, 2026, 11:04 PM

Qualcomm Warns Customers: Chip Prices Rising by Double Digits This September

Jul 26, 2026, 1:04 AM

MinebeaMitsumi Bets $360 Million on the Bearings Behind AI

Jul 5, 2026, 1:22 AM

Nvidia Says It Can Cut Data Center Water Use to Nearly Zero

Jun 23, 2026, 7:12 PM

Hotter Than a Hot Tub: Nvidia's 45°C Cooling Pitch for AI Data Centers

Jun 22, 2026, 1:56 PM

Semtech's 224G Optical Chips Put It at the Heart of AI's Wiring Problem

Jun 15, 2026, 12:22 AM