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1.
‘The haters will hate’: Dan Ives predicts Nasdaq 30,000 as AI rally expands (cnbc.com)
2.
Will Maryland's Utility Bills Increase $1.6B to Support Other States' Datacenters? (slashdot.org)
3.
5% GPU utilization: The $401 billion AI infrastructure problem enterprises can't keep ignoring (venturebeat.com)
4.
AI data center bans are rapidly multiplying across the US — 69 jurisdictions block new builds, with four moves noted as permanent (tomshardware.com)
5.
The Middle East had everything data center builders and hyperscalers could wish for — then the Iran war happened (tomshardware.com)
6.
Corning CEO to Cramer: Deals with 2 unnamed hyperscalers 'larger' than $6B Meta pact (cnbc.com)
7.
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)
8.
Apple's R&D investments top 10% of sales as AI race creates 'sense of urgency' (cnbc.com)
9.
The market isn't grading all Big Tech earnings the same — here's why (cnbc.com)
10.
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)
11.
OpenAI looms over earnings from tech hyperscalers (cnbc.com)
12.
Major data center company pauses investment decisions in Middle East amid Iran war, CEO tells CNBC (cnbc.com)
13.
Tech's hyperscalers face Wall Street for first time since U.S. Iran war sent oil prices soaring (cnbc.com)
14.
Texas Instruments' stock jumps 19% for best day since 2000 as AI demand soars (cnbc.com)
15.
Texas Instruments' stock jumps 18%, heads for best day since 2000 as AI demand soars (cnbc.com)
16.
Google Cloud launches two new AI chips to compete with Nvidia (techcrunch.com)
17.
Hyperscalers have already outspent most famous US megaprojects (news.ycombinator.com)
18.
Local political revolts threaten to derail US data center projects — mounting delays are already costing AI hyperscalers billions (tomshardware.com)
19.
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)
20.
The public sours on AI and data centers as Anthropic, OpenAI look to IPO and tech keeps spending (cnbc.com)
21.
Struggling shoe retailer Allbirds makes bizarre pivot to AI, adds $127 million in value (cnbc.com)
22.
Struggling shoe retailer Allbirds makes bizarre pivot from shoes to AI, stock explodes more than 700% (cnbc.com)
23.
Struggling shoe retailer Allbirds makes bizarre pivot from shoes to AI, stock explodes more than 400% (cnbc.com)
24.
Allbirds announces stunning pivot from shoes to AI, stock explodes more than 300% (cnbc.com)
25.
Allbirds announced a switch from shoes to AI and its stock jumped 600 percent (theverge.com)
26.
Microsoft Bets $10B to Boost Japan's AI, Cybersecurity (darkreading.com)
27.
Microsoft Bets $10 Billion to Boost Japan's AI, Cybersecurity (darkreading.com)
28.
Iran's forced nationwide internet blackout becomes second-longest on record as it passes 1,000 hours offline — possessing Starlink terminals punishable by death, country using 'military-grade jamming' against service (tomshardware.com)
29.
Possessing Starlink terminals punishable by death in Iran, country using 'military-grade jamming' against service — forced nationwide internet blackout becomes second-longest on record as it passes 1,000 hours offline (tomshardware.com)
30.
Meta commits to spending additional $21 billion with CoreWeave as AI costs keep rising (cnbc.com)
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