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Half of planned US data center builds have been delayed or canceled, growth limited by shortages of power infrastructure and parts from China — the AI build-out flips the breakers (tomshardware.com)
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Memory will consume 30% of hyperscaler AI data center spending this year, a 4X increase over 2023 — Nvidia gets preferential supply terms well below standard market rates, says analyst firm (tomshardware.com)
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Critical minerals are required to power AI data center demand (feeds.feedburner.com)
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My two Raspberry Pi boards cost as much as a laptop now - and AI is to blame (zdnet.com)
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Memory spiked first, CPUs followed, now PCBs could be the next victim of the AI boom (techspot.com)
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Oracle layoffs will help cost savings, analysts say (cnbc.com)
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Oracle’s Stock Has Plummeted 25%. Now It’s Cutting Thousands of Jobs. (feeds.feedburner.com)
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Oracle stock rises in premarket on plans to cut thousands of jobs (cnbc.com)
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Super Micro Computer Investors Look for Exits (news.ycombinator.com)
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AI data centers have a human rights problem (feeds.feedburner.com)
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Nebius unveils plans to build one of Europe's largest AI factories as region scrambles for compute (cnbc.com)
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AI Data Centers Can Warm Surrounding Areas By Up To 9.1C (slashdot.org)
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Chinese chip industry leaders admit the country lags five to ten years behind in AI data center chips — AI demand is straining equipment and talent supply (tomshardware.com)
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Mistral secures $830 million in debt financing to fund AI data center (cnbc.com)
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Sony is Raising PlayStation 5 Prices Again, Between $100 and $150 (slashdot.org)
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Meta to fund seven new natural gas power plants to fuel AI data centers — Entergy partnership to deliver 7 gigawatts of power for Louisiana AI facility (tomshardware.com)
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Wall Street Has a Major Problem With AI Data Centers (futurism.com)
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Meta will fund seven new natural gas plants to power its biggest data center yet (engadget.com)
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Sony hikes PS5 prices by up to $150 citing 'pressures' in global economy (cnbc.com)
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Meta boosts investment in West Texas AI data center by over sixfold to $10 billion (cnbc.com)
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Sanders and Ocasio-Cortez introduce a bill to pause US data center construction (engadget.com)
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Zoom’s AI Data Usage Policy Prompts Open-Source Community to Seek Alternatives (techreport.com)
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It's not just memory anymore: AI data centers are taking all the CPUs, too (techspot.com)
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Bernie Sanders Introduces Bill to Pause AI Data Center Construction, Warns of ‘Cataclysmic Changes’ (gizmodo.com)
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Oracle converges the AI data stack to give enterprise agents a single version of truth (venturebeat.com)
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Kentucky farm family rejects $26 million offer for 600 acres of land from unnamed AI data center suitor — declines 7x offer, wants to ‘Stay and hold and feed a nation’ (tomshardware.com)
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Arm’s first CPU ever will plug into Meta’s AI data centers later this year (theverge.com)
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Arm’s first CPU ever will plug into Meta’s AI datacenters later this year (theverge.com)
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Blue Origin also wants to put AI data centers in space (engadget.com)
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How the red-hot AI data center boom is igniting demand for a new, lucrative career path: Trade workers (cnbc.com)
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