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The GPU Shortage Might Be a Routing Problem, Not Supply
A new consortium says independent data centers use under 15% of their AI chip capacity, a claim worth testing before anyone buys more GPUs on faith alone.
Meet the HVAC Company Behind LG's 5GW AI Cooling Deal
LG named AIR Control Concepts a core partner for 5 GW of AI data center cooling. Here's how a Blackstone-backed HVAC roll-up got there, and what it signals.
Nvidia's $20B Groq Deal Wasn't a Buyout. Now, a Lawsuit.
Nvidia's $20 billion Groq deal was a licensing agreement, not an acquisition. A new shareholder lawsuit and a DOJ probe are testing that distinction now.
Anthropic's $518 Billion AI Plan Has a $413.7 Billion Catch
Anthropic disclosed $518 billion in AI infrastructure spending. About 80%, or $413.7 billion, is locked in whether Anthropic uses the capacity or not.
Nvidia's New Safety Platform Is Really About Owning Trust
Nvidia's new Open Agent Safety Platform can quarantine rogue AI agents in milliseconds. It also adds one more layer to the stack Nvidia already controls.
SoftBank's $11.1B Bond Deal Costs $941M a Year in Interest
SoftBank sold the biggest high-yield bond deal on record at rates up to 9.75%. Interest on $10 billion of it runs about $941 million a year, before repayment.
For Business Professionals
How AI changes cost, workflow, governance, and decision-making for operators, leaders, and teams outside the accounting lane.
Why AI Data Centers Are Stuck Waiting Four Years for Power
Chips get the headline, but AI data centers wait years for power. Transformers, grid queues and cooling vendors decide when they actually turn on at all.
Amazon Blocked Meta's Muse AI Agent. Here's the Real Reason
Amazon says the block is about security. But Meta's AI shopping agent also threatens $68 billion of Amazon's ad business, and that number explains more.
Anthropic Gave Claude a Wet Lab. Here's Why It Matters
Anthropic opened a physical biology lab for Claude and admitted its newest models can't be assumed safe from bioweapons misuse. Both moves are connected.
Washington Just Put a Price Tag on AI's Power Promise
The House voted 417-3 to push the cost of new data-center power infrastructure onto the companies that need it. AI's buildout is entering its who-pays phase.
Workers Are Paying for the AI Revolution Themselves
British workers spend nearly £1 billion a year on AI tools for their jobs. Employee-funded and shadow AI are changing what workplace adoption really means.
Palantir and Nvidia Are Restricting the Same AI They Sell
Palantir, Nvidia and Booz Allen restricted staff AI use over data-retention terms. Zero data retention covers less than you think. Check this before you renew.
Beyond the Promise
Every AI buildout headline is an assembly of smaller, unglamorous companies. We trace the supply chain behind the announcement and flag who looks positioned to get bought next.
Latest from the Newsroom
Short, current items from across the desk stack. The newest accounting, finance, business, and technology stories land here once they fall out of the top rails.
The $100 Billion AI Power Plan Has a Lot of Blank Spaces
South Korea may help fund eight US nuclear reactors and a 6.3-gigawatt Texas gas plant for AI demand, a package worth more than $100 billion. The scale is huge but almost nothing is signed yet.
Google's Finland Nuclear Deal Signals a New AI Buildout
Google will spend about $15 billion on Finnish data centers and, in the same announcement, signed a 22-year deal to buy half the output of the Loviisa nuclear plant through 2049. The contract, not the capex number, is the signal: the AI buildout has moved from announcing demand to committing to it.
Elon's Interplanetary Stack
Tesla, xAI, SpaceX and a shared energy grid are not separate bets. They're one integrated system with a single destination: Mars. A 7-part investigation.
Elon's Mars Vision: How Robots, AI, and Starship Make Multi-Planetary Life Real
Published May 28, 2026
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