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Data Centers

Analysts Rally Behind AI Leaders as Backlogs Swell and Competition Intensifies

Multi-year compute commitments are propelling the buildout despite rising concerns over customer concentration and supply constraints.

Markets Reward AI Monetization as Big Tech Lifts Capex and Meta Stumbles

Big Tech Ramps AI Spending Again, Pushing Annual Capex Past $350 Billion

Banks Lift AI Chip Revenue Outlook as U.S. Blackwell Output Starts and Multiyear Deals Expand

Google Signs $15 Billion Pact for Its Largest AI Hub Outside the U.S. in Visakhapatnam

US–UK Tech Prosperity Deal Announces About £31 Billion to Scale AI and Compute Across Britain

Trump Hosts Tech Titans for White House AI Dinner as Companies Pledge Massive U.S. Investments