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Meta Q3 2025: The $70 Billion CapEx Pivot That Turns AI Into Infrastructure
Meta’s Q3 signals a bold shift as it turns ad revenue into one of the world’s largest AI infrastructure plays.
Nov 10
1
Amazon Q3 2025: The $125B AI Infrastructure Pivot Driving AWS Re-Acceleration
Inside Amazon’s record-breaking AI infrastructure buildout, global data center expansion, and the strategic bets defining its next decade of cloud…
Nov 10
Google Q3 2025: $93 Billion CapEx Marks the Moment AI Became Infrastructure
A record quarter. A $93 billion CapEx plan. And a clear signal that AI infrastructure not advertising is now Alphabet’s core business.
Nov 10
1
The Hunt for Compute: Why Watts and Wires Now Decide the Future of AI
The next constraint on AI isn’t silicon, it’s the speed of power and network interconnection.
Nov 8
28
4
The Energy Crisis AI Is Creating (And What It Means for Data Centers)
AI is outpacing the grid that powers it. The next frontier won’t be compute or chips. It’ll be who controls the electrons that keep them running.
Oct 31
28
6
Fiber in the Crossfire: Why Subsea Networks Are the Next Geopolitical Battlefield
The global AI race runs on fiber. And that fiber is under threat.
Oct 30
25
3
Meta + Blue Owl’s $27B Bet: Is This the US Blueprint for Financing AI Data Centers?
Inside the largest private credit deal in history and how it could redefine how America funds the AI buildout.
Oct 27
23
1
Who’s Powering the Cloud’s Next Expansion (And Why Nations Are Competing to Join Them)
The AI boom is igniting a global scramble for power, land, and infrastructure and only a few can keep up.
Oct 24
33
2
4
Why the Smartest Data Center Investors Are Buying Power Before Land
The new real estate in data center investing isn’t land, it’s electricity. Here’s why the smartest investors now secure power before they buy a single…
Oct 23
26
4
2
The $400B AI Bet: Boom, Bubble, or Global Reset?
As $400B Flows Into AI, Power Bottlenecks and Overbuilding Threaten to Redefine the Global Data Center Landscape.
Oct 19
28
1
The 3 Ways Data Centers Make Money (And What Each Means for Your Returns)
Every rack, lease, and megawatt tells a different financial story. Here’s how the three revenue models behind the world’s data centers actually make…
Oct 17
29
6
2
Why Energy Is the Advantage in the AI Race?
The next frontier of AI isn’t just algorithms or chips it’s who controls megawatts, cooling, and network routes.
Oct 16
28
2
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