Why hyperscalers are designing their own CPUs – Opening Voices with Craig Prunty – SiPearl

https://video.ut0pia.org/w/2PVWGwagbgxqHM5VsYGRZY

Bloomberg Technology | Prologis CEO Sees Prolonged AI, Data Center Tailwinds

Prologis CEO Dan Letter joins Bloomberg Businessweek Daily to discuss the state of global logistics and shipping as geopolitics and associated risk impacts the firm's customer base. However, Prologis is optimistic about its data center business. Letter says the company's strong relationship with hyperscalers is ongoing, bolstering "a fortress of a balance sheet" as Prologis continues to secure longer-term power capacity. Letter speaks with Carol Massar and Tim Stenovec. (Source: Bloomberg)

Read more: https://www.bloomberg.com/news/videos/2026-03-25/prologis-ceo-sees-prolonged-ai-data-center-tailwinds-video

#prologis #ceo #hyperscalers #globallogistics #datacenter

https://winbuzzer.com/2026/03/24/jpmorgan-launches-cds-basket-hedge-ai-debt-risk-xcxwbn/

JPMorgan Launches CDS Basket to Hedge AI Debt Risk

#AI #AIInvestment #Oracle #Alphabet #Amazon #Meta #Microsoft #DataCenters #Hyperscalers #WallStreet #AIDisruption #CapitalExpenditure #Anthropic #Claude #Citadel #JpmorganChase #GoldmanSachs

https://winbuzzer.com/2026/03/17/meta-signs-27b-ai-infrastructure-deal-nebius-xcxwbn/

Meta Signs $27B AI Infrastructure Deal with Nebius

#AI #NVIDIA #MetaInc #BigTech #AIInfrastructure #Nebius #GPUs #CloudComputing #DataCenters #Hyperscalers

"For journalists, this moment of ballooning investment and aggressive rural land acquisition by tech companies presents an opportunity — and a responsibility — to investigate. Data centers drive climate change by burning fossil fuels, using large amounts of electricity, and requiring up to five million gallons of water a day to fuel cooling systems. Research has shown these facilities can harm the health of local residents through air and noise pollution, while providing minimal long-term job stimulus. Despite subsidies from national and local governments, many proposed data centers have been criticized for hiding the projected impacts on local communities under the guise of “trade secrets.”

“If you’re a tech journalist, you can go in. If you’re a climate journalist, you can also go in. If you cover business or energy or if you’re a very local journalist — there’s a story for you,” said Laís Martins, an investigative journalist at Intercept Brasil who published a series of major stories on data centers in Brazil over the past year. (Martins and Nieman Lab’s Andrew Deck previously worked together as reporters at the nonprofit publication Rest of World.)

First-time data center reporters may find the topic intimidatingly technical and challenging to humanize. From the outside, facilities may not look like anything more than windowless warehouses stocked with whirring machines. But major investigations over the past year have shown how many grounded stories and novel reporting strategies are emerging on the data center beat."

https://www.niemanlab.org/2026/03/as-ai-data-centers-scale-investigating-their-impact-becomes-its-own-beat/

#DataCenters #BigTech #AI #TechJournalism #Hyperscalers

ZOOM OUT on #AI || Perspective by Kyle Chan on how China's multiprong strategy contrasts that of US #hyperscalers:

https://www.brookings.edu/articles/china-is-running-multiple-ai-races/