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AI bubble data centers
News

Trillion-Dollar AI Push Spurs A Booming CRE Sector, But Skeptics Warn It May Be A Bubble

... to tie their infrastructure spending to short-term revenue. Cloud providers Google and Microsoft went to great lengths to ... standards and expectations for everything from search engines to enterprise cloud services, and hyperscalers who don’t keep up will ...

Jul 23, 2024
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AI Is Pushing Big Tech And Bitcoin Data Centers Closer Together
News

AI Is Pushing Big Tech And Bitcoin Data Centers Closer Together

... distinct from the broader data center sector that serves cloud providers and corporate tenants. The two industries operate ... computing, has successfully transformed itself into an AI-focused cloud service provider, offering access to GPUs for AI applications ...

Jun 02, 2024
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Musk, Zuckerberg Accelerate Data Center Spending, Reveal Competing AI Visions
News

Musk, Zuckerberg Accelerate Data Center Spending, Reveal Competing AI Visions

... and Google are largely developing the infrastructure to support their cloud businesses, Meta and xAI aren’t building computing clusters ... considerations like latency and reliability that matter more to the cloud providers. As a result, Meta and xAI have been ...

Feb 01, 2026
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Microsoft sign
News

Microsoft, Google, Meta To Aggressively Raise Data Center Spending — With Mixed Reviews

... earnings that showed surging demand for its AI-integrated Azure cloud products driving better-than-expected quarterly revenues of $61 ... this quarter, with Azure revenues up 31%. New Azure cloud contracts were also ahead of expectations last quarter, with ...

Apr 26, 2024
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If You Want Office Workers Back, Don’t Turn Them Away At The Door
News

If You Want Office Workers Back, Don’t Turn Them Away At The Door

... To improve convenience for the user, businesses need to implement cloud access control that they can use quickly and easily, Clark ... sooner you think about facial recognition the better.”  While cloud access control using a mobile device is convenient for a ...

Apr 24, 2023
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Despite Bubble Fears, Big Tech Data Center Spending Is Accelerating Faster Than Ever
News

Despite Bubble Fears, Big Tech Data Center Spending Is Accelerating Faster Than Ever

... a shortage of data center capacity delayed the execution of cloud computing deals until more data centers came online. She said ... the AI startups with whom hyperscalers are signing billion-dollar cloud contracts prove to be short-lived? In a nascent industry ...

Nov 02, 2025
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‘We’re Playing To Win’: Big Tech Tries To Sell Wall Street On Aggressive AI Data Center Push
News

‘We’re Playing To Win’: Big Tech Tries To Sell Wall Street On Aggressive AI Data Center Push

... this week by Synergy Research Group.  Microsoft reported $33B in cloud revenue, up 24% year-over-year, with company officials ... the strong performance, as the technology is embraced by cloud providers and enterprises alike.” Faced with this growing demand ...

Feb 02, 2024
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Data center bubble
News

Data Center Real Estate Leaders Dismiss Growing AI Bubble Warnings

... backed securities by hyperscalers, third-party developers and AI-focused cloud providers to fund development has also raised concerns. As ... year has been the rise of “neoclouds,” AI-focused cloud providers like CoreWeave that offer on-demand access to the ...

Oct 13, 2025
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Dublin technology
News

Ireland's Data Centre Sector Is Set For A Boom — If It Can Solve Power Quandary

... % of renewable energy on the grid by 2030,” Ibec Cloud Infrastructure Ireland Director Michael McCarthy said. “CII members are ... by partnering with renewable-energy projects and companies, these cloud providers have a real ability to transform and drive the ...

Jan 31, 2024
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Construction worker development
News

Record Demand Means Even More Data Center Development Lies Ahead, New Reports Say

... .  “We expect continued strong data center demand from cloud service providers and social media companies in 2022 as ... to build out their digital infrastructure to support demand for cloud services and metaverse and other digital communities,” Pat Lynch ...

Mar 28, 2022
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