Tech
Microsoft has declined to exercise an option to more than double its Texas data center contract with Nscale, according to the Financial Times. The move adds to AI infrastructure turbulence as Texas politics shift against data centers.
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No phones and 4 stories for “AI Infrastructure”
Tech
Microsoft has declined to exercise an option to more than double its Texas data center contract with Nscale, according to the Financial Times. The move adds to AI infrastructure turbulence as Texas politics shift against data centers.
AI
Big Tech plans over $740 billion in AI infrastructure spending this year, but negative free cash flow, record debt and a sharp market selloff are testing investor patience.
AI
Amazon CEO Andy Jassy told investors AWS can become a trillion-dollar revenue business within five to ten years — but only after years of record capital spending on AI infrastructure.
AI
Amazon says it will stop using NDAs when negotiating data center deals with local governments, following Microsoft's earlier move. The decision comes amid growing backlash against AI infrastructure.