Tag: Datacenter investment
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The Register: AI infrastructure investment may be $8T shot in the dark
Source URL: https://www.theregister.com/2025/05/01/ai_dc_investment_gamble/ Source: The Register Title: AI infrastructure investment may be $8T shot in the dark Feedly Summary: McKinsey warns datacenter binge could overshoot actual demand as execs scramble to keep up with hype A report from consultancy McKinsey & Company highlights the widespread unease over AI, pointing to the bewildering sums being invested…
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The Register: CoreWeave cools its jets, downsizing IPO as investor heat fades
Source URL: https://www.theregister.com/2025/03/28/coreweave_downsizes_ipo/ Source: The Register Title: CoreWeave cools its jets, downsizing IPO as investor heat fades Feedly Summary: That stands for I Probably Overestimated? CoreWeave has pared back the scope of its initial public offering amid growing investor uncertainty in an overheating AI marketplace and risks posed by the GPU cloud specialist’s exposure to…
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The Register: AI bubble? What AI bubble? Datacenter investors all in despite whispers of a pop
Source URL: https://www.theregister.com/2025/03/14/ai_datacenter_frenzy/ Source: The Register Title: AI bubble? What AI bubble? Datacenter investors all in despite whispers of a pop Feedly Summary: Billions continue to pour into bit barns across the globe Fears that AI may be a bubble about to burst have yet to dent datacenter investment, with a handful of new developments…