The e-commerce giant's swelling AI investment is colliding with investor patience, forcing a reckoning over Big Tech's data center cash burn.

Fujifilm's $63M bet to quintuple tape output as AI floods data centers

The e-commerce giant's latest capital commitment to AI comes as investors punish Big Tech for data center cash burn. Here's what it signals for every CFO watching the bill come due.

Organized rings are targeting the supply chain behind the AI boom, forcing logistics providers and states to rethink cargo security.

The AI infrastructure maker's earnings beat and capex raise signal surging data-center spending ahead of Big Tech results.

A Dec. 8 shareholder vote could force Microsoft to publish a real climate transition plan as AI data centers blow past its 2030 carbon goals.

The software giant's voluntary exit plan reaches vice presidents as AI data center spending reshapes headcount.

The AI buildout is minting fortunes beyond GPUs, and memory, cloud, and cooling suppliers are riding the same wave.

Local officials control data center approvals, so midterm races for governor and county boards could matter more than the House or Senate for AI investment.

How developers power the AI buildout, with gas turbines or renewables, will decide whether Texas breathes easier or loses its clean air progress.

European infrastructure firms are building AI factories on Nvidia's DSX reference design, which the chipmaker says slashes cooling water use to almost zero.

Nvidia's DSX pods, fully wired modular containers, promise to shrink AI factory deployment from six months to two weeks, starting with Vera Rubin systems in 2027.