Amazon, Google, and Meta join Microsoft in signaling a shift: growth is now tied to power, chips, and unprecedented capital spending.

The reported Google-Anthropic deal pairs capital with a 5 GW compute commitment, shifting how AI infrastructure is financed and allocated.

New silicon and packaging could cut power, ease cooling, and strengthen security – if software and ecosystems keep pace.

Salesforce lets its customers lead its product roadmap with the thinking that if one enterprise customer has a problem, the others likely do too.

Behind-the-meter data center builds, phased energization, and nuclear bets move from edge cases to core strategy.

Azure growth and a $627B backlog show AI demand outpacing power, cooling, and data center build capacity.

As AI workloads scale, cooling is evolving from a design consideration to a deployment challenge, forcing operators to adapt to rapidly rising power densities.

The acquisition of Elea Data Centers by I Squared Capital will fuel the Brazilian digital infrastructure operator’s expansion plans, according to the company’s founder.

Ferveret says fanless, waterless cooling can unlock more compute from fixed power, but deployments remain in pilot stage.

The Bloom Energy deal shifts planned New Mexico AI campus to on-site generation.