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Section

Cloud & Infrastructure

Data centers, cloud computing, and AI infrastructure

ByteDance and TikTok logos on dashboard with Brazilian flags wind turbines server racks and world map showing cable connections

AI

ByteDance Is Spending $39 Billion on Its Biggest Data Center Outside China, and Brazil Won the Bid

TikTok’s parent company just made the largest single infrastructure bet in Latin American history, and the location tells you everything about where the AI arms race…

By Scott Allan · Jul 3 · 4 min read

More in Cloud & Infrastructure

More

FERC seal with US power grid map showing data center interconnection nodes and 60-day deadline panels

AI

FERC Orders Six Grid Operators to Fast-Track AI Data Center Connections or Justify Current Rules

The federal government just gave America’s largest power grid operators a 60-day ultimatum: prove…

By Scott Allan · Jun 21

AI

AI Debt Boom: Morgan Stanley Projects $570 Billion in AI-Linked Borrowing in 2026

The AI infrastructure buildout is no longer being funded primarily from cash flow or…

By Scott Allan · Jun 11

Business

Oracle Q4 Earnings Beat Wall Street, but a $40 Billion Capital Raise Spooked Investors

Oracle just posted the kind of quarter most enterprise software companies dream about, and…

By Scott Allan · Jun 11

AI

Meta’s $200 Billion Hyperion Data Center Is Rewriting the Rules of AI Infrastructure

Meta is building the single largest artificial intelligence facility on Earth in rural Richland…

By Scott Allan · Jun 7

Data center with red X overlay, Ohio state outline, 1.57 billion dollar cost overrun, Amazon Google Microsoft logos on dark blue background

Cloud & Infrastructure

Ohio Suspends Data Center Tax Break After Costs Balloon 11x to $1.57 Billion, Voters May Ban Hyperscale Builds Entirely

Ohio Governor Mike DeWine ordered the state’s Tax Credit Authority to stop accepting new…

By Scott Allan · Jun 3

AI

Alphabet Announces Record $80 Billion Equity Raise to Fund AI Infrastructure, Stock Drops 4%

Alphabet just announced the largest equity capital markets transaction in history: an $80 billion…

By Scott Allan · Jun 3

Cloud & Infrastructure

Snowflake Stock Soars 36% as $6 Billion AWS Deal and Earnings Beat Reignite Its AI Growth Story

Snowflake stock jumped 36% after a Q1 beat, a raised forecast, and a five-year,…

By Scott Allan · May 28

Dell AI server rack with an Nvidia GPU inside and a dashboard panel showing a declining gross-margin chart

Cloud & Infrastructure

Dell Q1 FY2027 Earnings Preview: A $43 Billion AI Server Backlog Meets the Gross-Margin Stress Test as DELL Nears a 52-Week High

Dell reports Q1 FY2027 Thursday with a $43 billion AI server backlog. The number…

By Scott Allan · May 25

Microsoft, Anthropic, and Nvidia logos around a glowing Maia 200 AI accelerator chip on a circuit-board background

AI

Anthropic and Microsoft in Talks for the Maia 200 Chip: Claude Inference Goes Custom as Nvidia Faces Its First Real ASIC Threat

Anthropic is in talks to run Claude on Microsoft's Maia 200 inference chip, a…

By Scott Allan · May 25

Wide cinematic view down a hyperscale AI data center hall with rows of liquid-cooled GPU server racks, cool blue diagnostic LEDs, and warm amber lighting at the far end

Analysis

Anthropic Rented Elon Musk’s Entire AI Supercomputer. The $4 Billion Math Made Both Sides Swallow Hard.

Anthropic just leased Elon Musk's entire Colossus 1 supercomputer in Memphis. The $4 billion-a-year…

By Scott Allan · May 8

Modern observability control room with multiple curved monitors displaying real-time dashboards including heat maps neural network topology and latency histograms

AI

Datadog Stock Surges 31% On Q1 Earnings: How AI Workloads Just Became SaaS’s Best Friend (And Why Fortinet, DoorDash Are Riding The Same Wave)

Datadog jumped 31 percent on Q1 revenue of $1.006 billion as AI workloads drive…

By Scott Allan · May 7

Dusk aerial view of a hyperscale data center campus with industrial natural-gas combustion turbines and a high-voltage transformer substation in the foreground

AI

Microsoft May Drop 2030 Clean Energy Goal As AI Data Centers Blow Past Power Forecasts: What It Means For Climate Pledges Across Big Tech

Microsoft is weighing a delay or abandonment of its 2030 100/100/0 clean energy pledge…

By Scott Allan · May 7

Cloud & Infrastructure

ByteDance Is Spending $39 Billion on Its Biggest Data Center Outside China, and Brazil Won the Bid

Meta Is Building a Cloud Business to Sell Its Massive AI Computing Surplus

Bloom Energy Stock Surges 20% as Brookfield Expands AI Data Center Power Deal to $25 Billion

Amazon Commits $48 Billion to India by 2030 as Andy Jassy Makes His First Visit as CEO

More in Cloud & Infrastructure

FERC Orders Six Grid Operators to Fast-Track AI Data Center Connections or Justify Current Rules

AI Debt Boom: Morgan Stanley Projects $570 Billion in AI-Linked Borrowing in 2026

Oracle Q4 Earnings Beat Wall Street, but a $40 Billion Capital Raise Spooked Investors

Meta’s $200 Billion Hyperion Data Center Is Rewriting the Rules of AI Infrastructure

Ohio Suspends Data Center Tax Break After Costs Balloon 11x to $1.57 Billion, Voters May Ban Hyperscale Builds Entirely

Alphabet Announces Record $80 Billion Equity Raise to Fund AI Infrastructure, Stock Drops 4%

Snowflake Stock Soars 36% as $6 Billion AWS Deal and Earnings Beat Reignite Its AI Growth Story

Dell Q1 FY2027 Earnings Preview: A $43 Billion AI Server Backlog Meets the Gross-Margin Stress Test as DELL Nears a 52-Week High

Anthropic and Microsoft in Talks for the Maia 200 Chip: Claude Inference Goes Custom as Nvidia Faces Its First Real ASIC Threat

Anthropic Rented Elon Musk’s Entire AI Supercomputer. The $4 Billion Math Made Both Sides Swallow Hard.

Datadog Stock Surges 31% On Q1 Earnings: How AI Workloads Just Became SaaS’s Best Friend (And Why Fortinet, DoorDash Are Riding The Same Wave)

Microsoft May Drop 2030 Clean Energy Goal As AI Data Centers Blow Past Power Forecasts: What It Means For Climate Pledges Across Big Tech

Archive

AMD Q1 2026 Earnings Crush Estimates: Data Center Revenue Hits $5.8 Billion, Stock Hits Record As Lisa Su Closes Gap With Nvidia

Qualcomm Stock Surges 16% On Mystery Hyperscaler Custom Silicon Deal And $20 Billion Buyback

Caterpillar Stock Hits Record High On $17.4 Billion Q1 Beat: How AI Just Turned A Construction Giant Into A Tech Trade

Microsoft, Meta, Alphabet, Amazon Earnings Today: What Wall Street Wants To Hear On AI Spend And Cloud Growth

Google’s New TPU 8 Chips Take Direct Aim at Nvidia With 3x Performance Gains

GE Vernova Stock Hits Record as AI Data Center Power Demand Drives 71% Order Surge

Meta’s $35 Billion CoreWeave Deal: Inside The Biggest AI Infrastructure Bet In Tech History

Tech Layoffs Hit 80,000 In Q1 2026: Nearly Half Blamed On AI, Seattle Takes The Biggest Hit