11 articles
Data center financing is exploding in 2025, with debt issuance projected to hit $25.4 billion as the AI infrastructure race intensifies and operators scramble to build the computing power needed for next-generation models.
A viral chart from reveals the stunning divergence between Nvidia and Intel's data-center revenue since ChatGPT's launch. In just three years, Nvidia's revenue has exploded to $41.1 billion while Intel's stagnated at $3.9 billion—a visual testament to how AI has completely rewired the chip industry.
OpenAI's deal-making has hit an eye-popping $816 billion, according to data shared. With partnerships spanning tech giants like Nvidia, Microsoft, and Amazon, the AI leader could be eyeing a $1 trillion IPO by 2027—raising questions about sustainability and the future of AI economics.
Amazon's stock jumped 9.58% after announcing a $38 billion partnership with OpenAI. The deal positions AWS as a key infrastructure provider for OpenAI's AI models, using powerful EC2 UltraServers.
The Kobeissi Letter reports that global electricity demand will jump 30% by 2035, with data centers doubling their share to 3.5% of total consumption as AI and digitalization accelerate.
AI stocks have crushed consumer cyclicals by more than 20% since August, per The Kobeissi Letter and 3Fourteen Research — exposing a stark divide between the surging AI economy and struggling households.
OpenAI is urging the U.S. government to dramatically scale up power generation—adding 100 gigawatts annually—to maintain AI competitiveness against China and avoid what it calls an "electron gap."
Short Description: IonQ shares surged over 14% in after-hours trading following reports that the Trump Administration is exploring equity stakes in U.S. quantum computing firms, signaling potential government support for this emerging sector.
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Peter Smith
Saad Ullah
Eseandre Mordi
