PayPal is making two strategic moves, integrating its checkout with Microsoft’s AI Copilot and teaming with Paychex for early wage access. These partnerships highlight a shift towards autonomous AI shopping and the demand for faster payroll. But what does this mean for traditional e-commerce?
Nvidia CEO Jensen Huang’s comments at CES about drastically reduced cooling requirements for next-gen AI chips sent shockwaves through the market. Shares of major HVAC companies like Johnson Controls and Trane Technologies tumbled, hitting multi-month lows. The move highlights the outsized influence
AWS is raising prices for its EC2 Capacity Blocks, a service that guarantees access to scarce Nvidia GPUs. The price for a p5en.48xlarge instance jumped from $36.184 to $41.612 in most regions, with even steeper hikes in Northern California. Analysts say it’s a classic case of applying a “scarcity p
Gogo has completed flight testing for its long-delayed 5G inflight network. The service, launching in January, promises faster speeds for business jets across North America.
In a complex internal deal, CapitaLand India Trust is selling a 20.2% stake in three developing data centers to a new fund managed by its parent company. The move raises capital to double down on India’s booming data center demand, driven by AI and cloud growth.
A new report reveals that tech giants Google and Microsoft are not disclosing the energy usage of their data centers in the Netherlands, despite European Energy Efficiency Directive requirements. The Dutch government currently has no legal power to force compliance, raising transparency and sustaina
Eric Schmidt is diving into the AI infrastructure race with a new startup, Bolt Data & Energy. He’s partnering with Texas Pacific Land, which controls 882,000 acres, to build massive data center campuses powered by natural gas and eventually renewables.
In a surprising move, data center operator Applied Digital is teaming up with exoskeleton company Ekso Bionics to spin out a new AI cloud venture. The planned entity, ChronoScale Corporation, aims to provide GPU infrastructure for demanding AI workloads. The deal is slated to close in the first half
According to Forbes, the AI infrastructure investment frenzy showed major cracks in 2025. While stocks like Cloudflare soared 80%, Oracle’s wild ride and massive debt highlight a speculative bubble centered on OpenAI’s uncertain future.
Alex Davis, CEO of Disruptive Tech, issued a stark warning in an investor letter, calling the current data center construction boom “speculative” and a trap. He predicts a significant financing crisis for landlords by 2027-2028, even as the number of US data centers has nearly quadrupled since 2010.
