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1.
‘The haters will hate’: Dan Ives predicts Nasdaq 30,000 as AI rally expands (cnbc.com)
2.
New Data Center Equivalent to Setting Off 23 Nuclear Bombs Per Day, Professor Finds (futurism.com)
3.
Will Maryland's Utility Bills Increase $1.6B to Support Other States' Datacenters? (slashdot.org)
4.
5% GPU utilization: The $401 billion AI infrastructure problem enterprises can't keep ignoring (venturebeat.com)
5.
AI data center bans are rapidly multiplying across the US — 69 jurisdictions block new builds, with four moves noted as permanent (tomshardware.com)
6.
The Middle East had everything data center builders and hyperscalers could wish for — then the Iran war happened (tomshardware.com)
7.
Corning CEO to Cramer: Deals with 2 unnamed hyperscalers 'larger' than $6B Meta pact (cnbc.com)
8.
CoreWeave stock sinks 10% on weak revenue guidance, increased spending forecast (cnbc.com)
9.
CoreWeave revenue more than doubles in first quarter, topping estimates (cnbc.com)
10.
Nvidia invests $300 million in Corning to build three new US-based optical fiber plants — AI infrastructure deal would boost fiber production capacity by over 50% (tomshardware.com)
11.
Survey shows that nearly half of Americans don't want new data centers built near their homes — 47% oppose the construction of new AI data centers in their neighborhood (tomshardware.com)
12.
Apple's R&D investments top 10% of sales as AI race creates 'sense of urgency' (cnbc.com)
13.
Ordinary People Fear AI, While the Tech Leaders Working to Create a Permanent Underclass Say They’re Extremely Psyched About It (futurism.com)
14.
The market isn't grading all Big Tech earnings the same — here's why (cnbc.com)
15.
Exploding number of AI data center build-outs delay Texas housing projects — data centers' high demand for electricians prices out contractors, homes now take two months longer to complete (tomshardware.com)
16.
OpenAI looms over earnings from tech hyperscalers (cnbc.com)
17.
Major data center company pauses investment decisions in Middle East amid Iran war, CEO tells CNBC (cnbc.com)
18.
Tech's hyperscalers face Wall Street for first time since U.S. Iran war sent oil prices soaring (cnbc.com)
19.
New AI data center in Utah will generate and consume more than twice the amount of power the entire state uses — Kevin O'Leary's 9 Gigawatt Utah data center campus approved (tomshardware.com)
20.
Community Votes to Deny Water to Nuclear Weapons Data Center (slashdot.org)
21.
Tech Companies Are Using Insidious Tactics to Build Data Centers on Indigenous Lands, Activists Say (futurism.com)
22.
Texas Instruments' stock jumps 19% for best day since 2000 as AI demand soars (cnbc.com)
23.
Texas Instruments' stock jumps 18%, heads for best day since 2000 as AI demand soars (cnbc.com)
24.
Google Cloud launches two new AI chips to compete with Nvidia (techcrunch.com)
25.
Chipmakers on track to meet only 60% of AI memory demand by 2027 (techspot.com)
26.
Hyperscalers have already outspent most famous US megaprojects (news.ycombinator.com)
27.
Local political revolts threaten to derail US data center projects — mounting delays are already costing AI hyperscalers billions (tomshardware.com)
28.
Virginia voter support for new data centers collapses from 69% in 2023 to 35% in new poll — Multi-gigawatt, 37-building Digital Gateway project abandoned (tomshardware.com)
29.
The public sours on AI and data centers as Anthropic, OpenAI look to IPO and tech keeps spending (cnbc.com)
30.
Struggling shoe retailer Allbirds makes bizarre pivot to AI, adds $127 million in value (cnbc.com)
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