Data Centers
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X @Bloomberg
Bloomberg· 2026-02-07 09:28
The rapid increase in data centers in Malaysia came under the microscope on Saturday, with the AI-driven buildout drawing its first public protest in the Southeast Asian country https://t.co/Nvz0zWLahl ...
AI算力的下一个战场,已经延伸到了太空
硅谷101· 2026-02-07 00:00
Have you ever considered that the next generation of "computing power factories" might not even be on Earth. In the past few years, AI has turned data centers into new "energy monsters." Electricity, heat dissipation, water supply, and site selection have all become key bottlenecks restricting the evolution of AI. Suddenly, a seemingly futuristic idea was brought to the forefront : moving data centers into space.Building data centers in space might sound like a PowerPoint presentation designed to attract in ...
X @Cointelegraph
Cointelegraph· 2026-02-06 21:00
📊 UPDATE: Big Tech is set to pour $650B into AI this year, spending on data centers, chips, and infrastructure, per Walter B. https://t.co/qU2RUhp0dy ...
Amazon's Big Spending Plans and Bitcoin's Rebound | Bloomberg Tech 2/6/2026
Bloomberg Technology· 2026-02-06 20:33
>> BLOOMBERG TECH'S LIVE FROM COAST-TO-COAST WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. ED: AMAZON SHARES DROP AFTER ANNOUNCING PLANS TO SPEND $200 BILLION THIS YEAR ON DATA CENTERS, CHIPS AND OTHER EQUIPMENT. CAROLINE: BITCOIN REBALANCE AFTER HAVING PLUMMETED ON THURSDAY AND IT NEARED THE 60 THOUSAND DOLLARS LEVEL. ED: WE BREAK DOWN MORE TECH EARNINGS WITH ROBLOX, A FIRM AND THE WARNER MUSIC GROUP. CAROLINE: WE CHECK ON WHAT IS A TENTATIVE BOUNCE BACK AFTER WHAT HAS BEEN A PUNISHING WEE ...
X @Bloomberg
Bloomberg· 2026-02-06 18:22
Nvidia CEO Jensen Huang, facing concerns that customers are overspending on data centers, said that the level of expenditures is appropriate and sustainable https://t.co/hVYfguTk7I ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2026-02-06 09:31
RT Tesla Owners Silicon Valley (@teslaownersSV)Elon Musk executes!!! @kevinolearytvOn @xAI and @SpaceX’s plan to deploy AI satellites:“Very few people at this point would doubt Elon on anything. He kind of has mandates and he delivers one way or the other.The Chinese are kicking our butts.They put on 500 gigawatts of power last year in China, mostly with coal-burning plants.They don't have the vision of space, but that means they're going to beat us in AI data centers on the ground.And so there's a lot of c ...
X @Bloomberg
Bloomberg· 2026-02-05 21:16
Amazon plans to spend billions more than expected on data centers, chips and other equipment, fueling investor concerns that the company’s massive bet on AI will take longer to pay off https://t.co/DmhUqBHoCq ...
Is Data Center Demand Overhyped? One analyst thinks so
Bloomberg Television· 2026-02-05 20:47
So data centers now are consuming around 45 gigawatts of power and you can switch between capacity and throughput. I'm going to stick with capacity. Okay.So 45 gigawatts of power and then there's lots and lots of third party estimates for where they're going to be in 2030. And they center around this, you know, 90-95 gigawatts. So you need to add 50 for 2035.There's a lot fewer estimates. You come around 160. So you look at the supply and these utilities are tracking all these data centers connecting to the ...
The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
20VC with Harry Stebbings· 2026-02-05 15:00
Would you prefer to be a SpaceX investor taking 20% dilution here or a Twitter/x.ai investor rolling into the largest market cap private company on the planet maybe 6 months before it goes public? What you just saw is the rehabilitation of the IPO. I'm going to call it the end of stay private forever. >> Compute and revenue have a 1 to1 correlation. So as long as that holds, it makes sense to consume every single penny of capital on all of planet Earth. Elon operates like the Marines. No investor left behin ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2026-02-05 01:48
RT S.E. Robinson, Jr. (@SERobinsonJr)Here is a step-by-step guide to file a public comment with the FCC on SpaceX's Oorbital Data Centers application (file number SAT-LOA-20260108-00016):- Go to the FCC's CORES registration page at https://t.co/zCM0ZGEu6P and create a free account if you do not have one (registration takes a few minutes and requires basic personal information).- Log in to the FCC's International Communications Filing System (ICFS) at https://t.co/3acHauJhJw using your CORES credentials.- Se ...