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Meta reportedly plans a cloud business to sell its excess AI compute
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Meta reportedly plans a cloud business to sell its excess AI compute

Dmytro Spodarets·Jul 1, 2026
BIS warns debt-fueled AI infrastructure spending threatens global financial stability
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BIS warns debt-fueled AI infrastructure spending threatens global financial stability

Jun 29, 2026
Applied Digital signs $5.2B AI factory lease at Delta Forge 2 campus
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Applied Digital signs $5.2B AI factory lease at Delta Forge 2 campus

Jun 11, 2026

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  • Dell'Oro raises 2026 global data center capex forecast past $1 trillion on AI buildout
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    Dell'Oro raises 2026 global data center capex forecast past $1 trillion on AI buildout

    The research firm says the top four US cloud providers grew capital spending 78 percent year-over-year in the first quarter, with the NVIDIA Rubin…

    Dmytro Spodarets · Jun 10

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