AI Infrastructure

The Power Wall: How Infrastructure Constraints Are Stalling the $7 Trillion AI Race

By late 2025, data center vacancies have hit record lows while rental rates soar. As the grid struggles to keep up, the AI boom faces its most significant physical barrier yet.

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OpenAI and AWS Forge $38 Billion Alliance: The End of Cloud Monogamy

In a massive shift for the AI industry, OpenAI secures $38 billion in compute from Amazon Web Services, signaling a new era of multi-cloud strategy and intensified infrastructure competition.

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From Highways to Hard Drives: Ford Pivots Kentucky EV Plant to Power the AI Boom

In a major strategic realignment, the automaker is repurposing its stalled electric vehicle infrastructure to build massive battery systems for data centers and the grid.

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Databricks Secures $4B War Chest at $134B Valuation, Signaling Massive Enterprise AI Shift

In a move redefining the pre-IPO landscape, Databricks raises over $4 billion to accelerate AI infrastructure, valuing the company at $134 billion.

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