How a new credit bubble is building in AI data centers
AI Is A Money Trap
In the last week, we’ve had no less than three different pieces asking whether the massive proliferation of data centers is a massive bubble, and though they, at times, seem to take the default position of AI’s inevitable value, they’ve begun to sour on the idea that
AI Companies Are Trying to Hide a Staggering Amount of Debt
AI companies are pouring tens of billions of dollars into enormous data centers. They're being built on top of a mountain of hidden debt.
AI Data Centers: Big Tech's Impact on Electric Bills, Water, and More via @ConsumerReports
Massive data centers are gobbling up resources across the United States. The boom has just begun—and you may be paying for it.
The Race to Rethink Data Centers for AI’s Power Surge
With energy demand already straining infrastructure, AI players are reimagining the data center from the ground up.
Spending on AI Is at Epic Levels. Will It Ever Pay Off?
Tech companies are pouring hundreds of billions into data centers, taking on heavy debt, but current revenue is relatively tiny. Critics warn of a new dot-com bubble.
Data Center Proposal Tracker
Explore data center proposals across the United States. Stay informed on AI-driven growth and infrastructure projects shaping the future.
Data Center Proposal Tracker
Explore data center proposals across the United States. Stay informed on AI-driven growth and infrastructure projects shaping the future.
EU's data centre expansion will fast-track profits and power for US Big Tech and investors
The global competition to ‘win’ the AI-race is driving an unparalleled expansion of large-scale data centres across the world. Cloaked in a narrative of pursuing European tech sovereignty and adopting AI widely and rapidly, the EU is now proposing to fast-track data centre development across the region in what appears to be a gift to […]
How to Build an AI Data Center | IFP
Part One of Compute in America: Building the Next Generation of AI Infrastructure at Home
People Hate Datacenters, Survey Finds
The data drops as Sen. Bernie Sanders calls for a moratorium on datacenter construction. 'We need to take a deep breath. We need to make sure that AI and robotics work for all of us, not just a handful of billionaires.'
Inside the Dirty, Dystopian World of AI Data Centers
The race to power AI is already remaking the physical world.
Where Republicans and Democrats stand on AI data centers
Five charts exploring how Republicans and Democrats feel about AI data centers and what that might mean for the road ahead
Investors dump data centre bonds as AI borrowers face ‘Darwin moment’
Debt issued by AI infrastructure providers and neocloud companies such as CoreWeave has sunk to increasingly stressed levels
Data center guzzled 30 million gallons of water and nobody noticed for months
Can AI save us from the AI industry’s endless thirst for water? Outlook not so good.
When it comes to total water use, AI data centers are a drop in the bucket
Even moderately sized data centers can have an outsized local impact.
AI is probably not a bubble
AI companies have revenue, demand, and paths to immense value
