







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.

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
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

AI is probably not a bubble
AI companies have revenue, demand, and paths to immense value

Water Use Isn’t a Data Center Problem, It’s an AI Problem
Critics of the AI build-out are picking the wrong fight when they attack data centers for their water use. But they are right when they say the digital economy is getting thirstier and the tech industry should answer for it.The whole AI supply chain is water intensive, and reducing use in one ...
