Big Tech Stocks
Nvidia falls almost 9% as midterm result stirs data center fears
UBS estimates that roughly 30% of the new US data center capacity expected in 2028 is at risk, and the stock has broken below $200 ahead of its...
Data centers
Big Tech Stocks
CoreWeave trades 61% below its high as ARK buys the dip
Analysts’ average target implies 143.6% upside, but $35.1 billion of debt and a $39 billion capex plan hang over the November 10 earnings report.
AI & LLMs
AI’s hidden water problem: one in four data centers sits in a water-stressed area
A study published in Environmental Science & Technology finds that 2,315 of the world’s 9,347 data centers operate in regions where demand for...
Big Tech Stocks
Meta’s revenue races ahead while its cash stalls: the gray areas in the Q3 report
Meta closed the third quarter of 2026 with revenue up 26% and guidance above expectations, but free cash flow turned negative, debt caught up with...
Big Tech Stocks
Google launches four AI chips into orbit in its first space data center test
Google will send a prototype satellite carrying four TPUs into orbit on October 1 to find out whether AI chips can survive the conditions of space.
Big Tech Stocks
Google launches four AI chips into orbit on October 1 in first test of space data centers
Google will send four TPUs designed to accelerate AI workloads into space to find out whether they can withstand orbital conditions.
Energy Geopolitics
Google turns to nuclear power to fuel AI in a $14 billion bet on Europe
Google will invest at least €13 billion (about $14 billion) in Finland by 2028, including a 22-year deal to buy nuclear power for its data centers,...
Energy Geopolitics
Google bets on nuclear power to fuel AI: a $14 billion investment in Finland
Google will invest roughly €13 billion ($14 billion) in Finland for new data centers and AI infrastructure, backed by a 22-year nuclear power...
AI & LLMs
AI data centers face a mounting e-waste problem — and calls for new rules
AI data centers risk becoming a major problem for the planet — here’s what the data on electronic waste show, and what new restrictions could look...
