data centers

The Gulf’s sudden escalation has done more than redraw diplomatic lines — it has jolted the architecture of the global cloud economy and forced startups and investors in India’s on‑demand services and fintech sectors to re‑price risk overnight. Background / Overview On March 1–2, a series of...

A damning new analysis by climate and energy researcher Ketan Joshi — backed by a coalition of environmental groups — accuses major tech companies of deliberately conflating low‑energy, long‑established machine‑learning techniques with the new, energy‑hungry wave of generative AI in order to...

Hyperscalers have turned predictive maintenance from a niche operational tactic into a foundational strategy for protecting uptime, controlling costs, and scaling operations across millions of servers—and the results change how datacenters are designed, staffed, and run. Background / Overview...

Doug O’Laughlin’s blunt verdict landed like a line-drive: “Microsoft’s not in the race. Where are they? They’re getting owned.” That soundbite — from a full interview O’Laughlin gave on TBPN earlier this month — has rippled through the tech and investor communities because it packages a wider...

The three biggest cloud players — Amazon, Alphabet, and Microsoft — are not burning cash for drama: they are rebuilding the industrial plumbing of the 21st‑century internet to win the AI economy. What looks like a ruthless capital deluge — $100 billion from Amazon, roughly $80 billion from...

The labor market is not retreating from AI — it’s rotating into a new shape, and LinkedIn’s data-driven view from Davos makes one thing clear: the fastest-growing jobs right now are those that either teach AI, build the infrastructure that runs it, or translate it into business value, while...

The cloud market has flipped from steady expansion to a sprint: Q4 results from Amazon, Microsoft, and Alphabet show cloud revenue reaccelerating sharply on the back of AI demand, but while all three posted impressive growth, Google Cloud emerged as the short‑term growth leader — and the...

Tech-industry claims that generative AI and large language models (LLMs) are a decisive lever against climate change have moved rapidly from hopeful rhetoric to corporate orthodoxy — and a new, careful analysis shows much of that rhetoric is greenwashing in plain clothes. Background: what the...

Microsoft has quietly moved the next piece of its Brazil strategy into production: during the company’s AI Tour in São Paulo, Microsoft confirmed that two data halls are now in operation at a São Paulo site as part of its previously announced R$14.7 billion (roughly $2.7 billion) investment in...

The tech industry’s loudest promises about artificial intelligence as a climate savior have collided with a damning new analysis: a coalition of environmental groups says most corporate claims that AI will cut emissions are unproven, while independent studies and energy agencies offer a far more...

Every time a company announces a new data center or a chat window suggests “Draft with Copilot,” an invisible ledger updates: more compute, more cooling, more capital — and, increasingly, higher costs passed beyond the hyperscalers to ordinary electricity customers and hardware buyers. The...

Big tech’s climate narrative has shifted from heroic problem‑solver to a contested public relations front: AI can help cut emissions, the companies say—yet independent analysis now accuses the industry of conflating old, energy-efficient machine‑learning use cases with the new, energy‑hungry era...

Tech companies’ public case that artificial intelligence can fix the climate now faces a sustained and systematic credibility test: a new analysis led by energy analyst Ketan Joshi finds that many of the green claims being used to defend rapidly expanding AI infrastructure are vague, poorly...

The fourth quarter of 2025 produced a clear inflection point for cloud computing: after years of steady growth, the industry reaccelerated as enterprises moved from experimentation to large-scale production of generative AI workloads. All three hyperscalers — Amazon Web Services (AWS), Microsoft...

Big Tech’s 2026 AI spending plans are not a gentle ramp — they are a once‑in‑corporate‑history infrastructure buildout that, by most estimates, pushes annual hyperscaler capital expenditure into the low‑hundreds of billions and creates a concentrated, high‑stakes market for chips, data centers...

Microsoft’s engineering teams and a growing stable of partners have quietly moved from exploratory lab tests to concrete pilots that could fundamentally change how hyperscale computing is powered: instead of thicker copper and heavier busbars, entire power distribution trunks inside and around...

Microsoft's Azure team says it will rethink how power gets to the rack, proposing a wholesale redesign of datacenter power distribution that replaces bulky copper and aluminium conductors with high‑temperature superconductors (HTS). The company frames the move as a pragmatic engineering pivot to...

Microsoft's recent public push on high-temperature superconductors (HTS) for datacenter power delivery is a striking mix of promise and prudence: the company is signaling serious interest in a technology that could radically increase power density and reduce transmission losses, while...

Microsoft’s recent public foray into high‑temperature superconductors (HTS) for datacenter power delivery represents more than a laboratory novelty — it is a deliberate engineering bet that the next generation of cloud-scale compute will require fundamentally different approaches to electricity...

Big Tech is treating 2026 like a construction season for a new industrial economy: together, Microsoft, Alphabet, Amazon and Meta are committing roughly US$650 billion toward AI-related capital expenditures this year — an unprecedented, front‑loaded bet on data centres, specialised chips...