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Data centers will consume 70% of memory chips made in 2026...
www.tomshardware.com/pc-components/ram/data-centers-will-consume-70-percent-of-memory-chips-made-in-2026-supply-shortfall-will-cause-the-chip-shortage-to-spread-to-other-segments
231 sats
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1 comment
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@Bell_curve
19 Jan
tech
AI
related
Moody’s Forecasts $3 Trillion Data Center Investment by 2030
www.datacenterknowledge.com/energy-power-supply/moody-s-3-trillion-data-center-investment-by-2030-amid-power-challenges
245 sats
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0 comments
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@BlokchainB
24 Jan
AI
Construction_and_Engineering
Memory Chip Giants Spark Global Semiconductor Rally Shortages Stoke Price Hikes
www.cnbc.com/2026/01/06/semiconductor-stocks-rally-led-by-asml-tsmc-samsung.html
599 sats
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12 comments
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@Cje95
6 Jan
AI
Stacker_Stocks
Driven by AI demand, Microsoft investing 751,683 BTC in data centers
theconstructionbroadsheet.com/driven-by-ai-demand-microsoft-investing-b-in-data-centers-p1942-174.htm
238 sats
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1 comment
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@BlokchainB
24 Jan 2025
Construction_and_Engineering
Anthropic: US AI needs 50GW by 2028, frontier models require 5GW data centers
www.datacenterdynamics.com/en/news/anthropic-us-ai-needs-50gw-of-power-by-2028-frontier-models-will-require-5gw-data-centers/
219 sats
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2 comments
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@k00b
26 Jul 2025
AI
AMD projects an explosion in data centers with annual growth of 80% until 2027.
242 sats
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1 comment
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@EconVerse
12 Nov 2025
Stacker_Stocks
Here’s how much water AI data centers actually use
blockspace.media/insight/heres-how-much-water-ai-data-centers-actually-use/
200 sats
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0 comments
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@0xbitcoiner
1 Jun
AI
Visualizing Big Tech Company Spending On AI Data Centers
333 sats
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0 comments
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@jakoyoh629
25 Dec 2024
charts_and_maps
Silicon Valley bets $200M on AI data centers floating in the ocean
arstechnica.com/ai/2026/05/silicon-valley-bets-on-floating-ai-data-centers-powered-by-ocean-waves/
413 sats
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10 comments
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@0xbitcoiner
6 May
AI
🤑 US now has a dozen $1 trillion companies - Snacks
sherwood.news/snacks/newsletters/us-now-has-a-dozen-1-trillion-companies/
224 sats
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1 comment
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@BlokchainB
28 May
Stacker_Stocks
🏗️Why construction stocks are ripping over AI demand - Snacks
sherwood.news/snacks/newsletters/why-construction-stocks-are-ripping-over-ai-demand/
536 sats
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3 comments
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@BlokchainB
21 Mar
AI
charts_and_maps
Construction_and_Engineering
Stacker_Stocks
The AI water issue is fake - Andy Masley
andymasley.substack.com/p/the-ai-water-issue-is-fake
508 sats
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5 comments
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@Scoresby
14 Oct 2025
AI
Crisis Ahead: Power Consumption In AI Data Centers
semiengineering.com/crisis-ahead-power-consumption-in-ai-data-centers/
431 sats
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11 comments
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@DarthCoin
20 Oct 2025
tech
Data centers create quandary for politicians; AI is big, but so is the cost
www.politico.com/news/2025/12/14/data-center-boom-creates-political-conundrum-gop-00680635
219 sats
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1 comment
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@winteryeti
17 Dec 2025
AI
The inflation spark that could become a deflation shock?
bondvigilantes.com/blog/2026/02/the-inflation-spark-that-could-become-a-deflation-shock/
264 sats
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1 comment
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@0xbitcoiner
27 Feb
tech
econ
Chevron advances plans to develop US data centers with power generation
finance.yahoo.com/news/chevron-advances-plans-develop-us-164935256.html
232 sats
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0 comments
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@BlokchainB
29 Mar 2025
Construction_and_Engineering
Inside AMD's Yotta-Scale Roadmap for AI Infrastructure
aimagazine.com/news/amd-outlines-yotta-scale-roadmap-for-ai-infrastructure
337 sats
\
3 comments
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@jakoyoh629
11 Jan
AI
Stacker_Stocks
Data center sector enters hyperdrive as Texas prepares to dethrone Virginia
www.jll.com/en-us/newsroom/jll-north-america-data-center-report-year-end-2025
260 sats
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0 comments
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@winteryeti
20 Feb
AI
🔙 Market’s ’90s flashback - Snacks
sherwood.news/snacks/newsletters/markets-90s-flashback/
316 sats
\
1 comment
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@BlokchainB
5 May
AI
charts_and_maps
Stacker_Stocks
Construction shows signs of life beyond data centers
www.constructiondive.com/news/construction-economic-report-data-centers-takeaways/821347/
338 sats
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0 comments
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@BlokchainB
3 Jun
Construction_and_Engineering
econ
Capex spend on AI data centres has reached 1.2% of US GDP
x.com/bearlyai/status/1946682802172555468
723 sats
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6 comments
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@Scoresby
20 Jul 2025
charts_and_maps
These 18 Industries Could Reshape the Global Economy by 2040
239 sats
\
2 comments
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@jakoyoh629
8 May 2025
econ
more