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Welcome to AI Infrastructure, a new newsletter focused on how the data center boom is reshaping the energy sector and turning Silicon Valley into a rising industrial power.Ann Davis Vaughan has covered the intersection of energy and technology as both an investment analyst and journalist for two decades, including 14 years at The Wall Street Journal. Based in Houston, she has researched electrification and previously evaluated dozens of companies that form the backbone of the economy for Select Equity Group
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The Information
Mette Frederiksen, Denmark's prime minister, said the US "has no right to annex" Greenland. Read more âș
924 fresh
"And I looked at the fierce, insanely gorgeous blue eyes and thought, 'I see what she means,'" Mary Steenburgen said. Read more âș
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If you're a Windows 11 hater, sit back and enjoy your biases being validated in the most satisfying way possible. A new speed test shows Microsoft's latest OS performing terribly against the five previous Windows versions, placing last in most tests across the board. Read more âș
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Who needs a separate gimbal for steady shots when there's one tucked away in your camera island? Read more âș
416 fresh
Galaxy wearables could soon help detect early signs of mental decline by tracking changes in speech, movement, and activity. Read more âș
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The administration has made it clear that NicolĂĄs Maduro's capture was tied to Venezuela's vast oil reserves. Much less certain is how US companies will actually access themâor if they even want to. Read more âș
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Birdbuddy is introducing two new smart bird feeders: the flagship Birdbuddy 2 and the more compact, cheaper Birdbuddy 2 Mini aimed at first-time users and smaller outdoor spaces. Both models are designed to be faster and easier to use than previous generations, with upgraded cameras that can shoot in portrait or landscape and wake instantly [âŠ] Read more âș
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ASUS won't be launching any new phones this year, but will continue supporting existing devices. Read more âș
268 fresh
Is Moto finally getting ready to take on Samsung and others with a proper foldable phone? It sure looks like it. Read more âș
260 fresh
Belkin just introduced the appropriately-named Charging Case Pro for Nintendo Switch 2 at CES 2026. This is a high-end charging case specifically designed for Nintendo's latest console. The 10,000mAh power bank delivers up to 30W of fast charging, which is a decent enough metric. I'm more excited, however, about the bells and whistles. The Charging Case Pro boasts an LCD screen on the exterior, making it easy to keep track... Read more âș
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The TV looks like a gallery window and features an entertainment assistant that goes beyond basic voice control. Read more âș
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The amazingly thin wallpaper design from LG is back. The first Wallpaper TV was released back in 2017, and it's been six years since we saw the last one. But LG has revived the product line with the LG OLED evo W6, and I've seen it here at CES. The TV body is only 9mm [âŠ] Read more âș
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CES 2026 is already shaping up to be an interesting year for robots. But while some companies are chasing humanoids that can help you do stuff, there are also a surprising number of robots whose main job is to be cute and keep you company.Japanese startup Ludens AI is showing off two extremely adorable robot companions at CES. Cocomo is an autonomous robot pet that can follow you around the... Read more âș
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Ikea has released the most affordable version of its Sjöss USB-C chargers yet. Following an $8 30W version that launched in 2024 and a $35 65W option that debuted earlier this year, the new 20W Sjöss is now available online and through many of Ikea's physical US stores for just $3.99. That's considerably cheaper than [âŠ] Read more âș
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20 years ago today, the CES in Las Vegas was buzzing with talk of Blu-ray technology, players, and media, and the format isn't dead yet. Read more âș
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Patria, Finland's biggest defense contractor, is scaling up production as it deals with an order backlog of over 1,000 vehicles from NATO allies. Read more âș
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The rally in crypto was mirrored by a surge in commodities and Asian equities, driven by AI-led momentum and geopolitical developments. Read more âș
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North Dakota passed a law last May to promote development of rare earth minerals in the state. But the law's language apparently also includes two fake mineral names, according to the Bismarck Tribune, "that appear to be inspired by coal company lawyers who worked on the bill." The inclusion of fictional substances is being called an embarrassment by one state official, a possible practical joke by coal industry leaders and... Read more âș
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Donald Trump and Elon Musk have a complicated relationship. They've had some very public spats, but the two powerful men remain political allies. Read more âș
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The Information
As almost everyone in Silicon Valley has found out lately, creating AI is a money drain, and many of the biggest startups eager to do so arenât profitable. Thatâs true even for the AI business run by the worldâs richest man, and thatâs why I expect Elon Musk will take a drastic step next year to keep the money flowing to xAI: by selling to the profitable part of his... Read more âș
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Private-equity firm Brookfield is starting its own cloud business, going up against tech giants like Amazon by arguing it can bring down the costs of developing AI. The firm, which has long invested in infrastructure and energy, is becoming the first major investment firm to try to lease chips inside data centers directly to developers, rather than just owning or developing the physical structures that surround them. The cloud business... Read more âș
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For an eventful year, 2025 is ending the same way it started. A year ago, Nvidia, OpenAI and others made it clear they would do everything necessary to win the race for artificial intelligence.The year ended with the same companies doing the same thing. Nvidia capped off a year of dealmakingâmostly to cement its lead in AI chips by agreeing to pay $20 billion to license technology from Groq, one... Read more âș
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For Christmas this holiday season, I bought my mom a navy blue 1980 Lake Placid Olympics sweater. It has special significance for her because, as a college student in upstate New York at the time, she got to attend the famous âMiracle on Iceâ hockey game between the U.S. and Soviet Union in person. Now, almost half a century later, my mom finally has some merchandise to commemorate it. The... Read more âș
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Meta Platformâs announcement on Monday that it has acquired Chinese agent startup Manus represents a big win for Manusâ backers, including Benchmark, ZhenFund and HongShan, who last invested in Manus in an April funding round that valued it at $500 million. Meta is paying more than $2 billion, my colleague Juro Osawa has reported (as have other outlets).Thatâs a huge gain on an eight month old investment. The deal also... Read more âș
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Love it or hate it, artificial intelligence dominated another year in tech. As AI firms like OpenAI and Anthropic raced to release smarter models, the largest tech firms mapped out massive data centers that would guzzle up more energy than tens of millions of American households to power them. âAgentâ became the industryâs favorite buzzword for tools promising to eliminate human work. The popularity of coding assistant Cursor made its... Read more âș
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Trump Media and Technology Group, the company that operates President Donald Trumpâs social media platform Truth Social, said it will issue a new cryptocurrency to shareholders, according to a statement on Wednesday. The planned crypto coin, which the company said will likely be issued in ... Read more âș
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SoftBank said Monday it would buy data center investment firm DigitalBridge for $4 billion, or $16 per share, a 15% premium to Fridayâs closing price, its latest step to increase investment in infrastructure for data centers. DigitalBridge owns several data center subsidiaries that are involved ... Read more âș
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Happy New Year! Itâs the perfect time for a refresh on whatâs been top of mind for The Informationâs readersâand the early trends and open questions worth keeping tabs on in 2026. In 2025, our most popular stories revealed growing cracks in the artificial intelligence boom and pinpointed challenges facing the most dominant AI companies. The top story was also one of our most recent, about a âcode redâ inside... Read more âș
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No one in Silicon Valley gets wealthy or powerful by dwelling on the past. Rather, the brightest minds within tech often outshine the competition by obsessing about the future. We like to get in on the game too. In keeping with annual tradition, weâre publishing below our best educated guesses on whatâll happen in 2026: what Microsoft buys, what Amazon discards, what robot goes mainstream, and 12 other pieces of... Read more âș
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Most popular sources
Tom's Hardware
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29% 23 |
Business Insider
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19% 36 |
The Verge
|
9% 7 |
Wired
|
8% 3 |
Engadget
|
6% 6 |
| View sources » | |
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05.01.2026 01:42
Last update: 01:36 EDT.
News rating updated: 08:30.
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