Infrastructure

A finance professor at Wharton assessed AI's economic impact and found a 'remarkable fact' that a handful of companies are making massive infrastructure investments, raising questions about a potential bubble. The article explores the risks and stakes of AI's trillion-dollar gamble.

Business • MIT Technology Review

According to The Information, Apple is planning to re-enter the server market and may partner with Nvidia, driven by growing demand for AI compute. Apple retired its Xserve line in 2011 and has largely stayed out of enterprise hardware since.

AI Infrastructure • The Verge

US data centers could consume more natural gas than Germany and Japan combined by 2035, according to TechCrunch, driven by the AI boom. That would make them one of the world's largest consumers of natural gas.

AI Infrastructure • TechCrunch

Google, Nvidia, and Anthropic have joined a coalition with Emerald AI to identify 100 GW of grid capacity for new data centers. The initiative reflects the growing power demands of AI infrastructure.

Infrastructure • TechCrunch