Learn how to adapt, stay human, and thrive in the fast-changing age of AI with this practical guide to navigating disruption without losing yourself.| jeffbullas.com
TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center leases.| Network World
Digital services revenues grew 13% in 2024, as cloud, SaaS and AI platform consumption fueled data center investments, according to Synergy Research Group.| CIO Dive
The company plans to spend up to $65 billion on infrastructure for AI in 2025, and is planning a data center with a footprint almost as large as Manhattan.| Network World
The tech giant will funnel more than half of the investments into U.S.-based facilities, Microsoft Vice Chair and President Brad Smith said Friday.| CIO Dive
More than half of these data centers are expected to be built in the US, Microsoft President Brad Smith said.| Network World
On overbuilding AI infrastructure and its energy supply| thetechbubble.substack.com
Tl;dr: “You know what’s cool? A trillion dollars.” Previous retrospectives: 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 plus earlier/other CAPEX musings. When I first started to follow the cloud…| Platformonomics
