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In the financial model that governs the AI data center build-out, one of the most important questions is who the tenant will be. The goal is to ensure that demand from big cloud firms and AI labs for computing capacity—and their ability to pay—will line up with supply as trillions of dollars pour into data centers and related infrastructure. Bankers and lawyers like to point out that all of these details are worked out before most financing is arranged, cutting the risks of overbuilding while making the deb
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The Information
An East Bay apartment complex has been bought at a price that's well below its prior value. Read more ›
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A PG&E Corp. unit has bought a San Jose building in a move to bolster the utility's South Bay operations. Read more ›
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Xbox is having yet another tough quarter, as revenue from content and services like its Game Pass subscription dipped 10 percent over the past few months. At the same time, Xbox hardware sales declined 14 percent, according to Microsoft's fourth-quarter earnings report released on Wednesday. The news comes just weeks after Xbox head Asha Sharma […] Read more ›
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Wildfires in France and Spain forced evacuations near popular tourist destinations like Bordeaux and Madrid. EU officials say risks could spread to other parts of the continent. Read more ›
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Choosing a robotic lawn mower isn't just about automation anymore. The best models don't just cut grass, they're built to tackle steep slopes, tricky yards and larger grounds with minimal effort. The GOKO M6 is a good example of how premium robotic mowers are making lawn care smarter, more capable, and easier to manage. Read more ›
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Apple this month began selling certified refurbished Studio Display XDR models in the U.S. for the first time since the display was released in March. Availability extends to Australia, New Zealand, Canada, Japan, and select other countries. A refurbished Studio Display XDR with a VESA mount adapter and standard glass is priced at $2,459, down from $2,899 for the equivalent new configuration. This amounts to a 15% discount, which is... Read more ›
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It looks like a decent US showing for Android — until you see how far ahead Roku is. Read more ›
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Мысленный эксперимент инженера по системам регулирования: демифологизация высшего разума и анализ структуры мироздания через призму ТАУ и кибернетики. Познание Бога Очень хочется, чтобы вам пон Read more ›
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В интернете тысячи историй успеха. «Как я бросил универ и заработал свой первый миллион», «Мой путь от курьера до топ-менеджера», «Как я построил бизнес с нуля». Они такие правильные, вдохновляющие и... немного безжизненные. Герои этих постов всегда знают, чего хотят, идут к цели с каменным лицом и в конце непременно достигают успеха, направляя будущие поколения.Именно поэтому я хочу показать более приземлённую версию успеха обычного человека, в которой запутавшийся новичок сможет... Read more ›
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NextEra and Brookfield plan to invest more than $100 billion to transform a former uranium-enrichment site in Kentucky into a data center campus with a generating plant. "The privately funded effort will include construction of 2 gigawatts of natural gas-fired power at or near the site in Paducah in western Kentucky, and as much as 2.6 gigawatts of battery storage capacity," reports Bloomberg. " For context, a single gigawatt of... Read more ›
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The seasonal Universal Studios event will feature a themed haunted house called 'Ozzy Osbourne: Prince of Darkness.' Read more ›
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The FOMC voted to hold rates steady, but three members wanted to hike. Fed Chair Kevin Warsh laid out more of his vision for the central bank. Read more ›
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Robots apparently don't need to be bipedal to be caught up in the FCC's new foreign-made robot ban. Read more ›
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Major record labels want global music charts to disqualify AI slop tracks unless they're legally made, substantially human-created, and free of streaming fraud concerns. Read more ›
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Waymo paused highway operations in May after several robotaxis drove into sections that were closed for construction. Read more ›
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COB on a flashlight may sound like random product jargon, but the LED design behind it affects brightness, beam spread, hotspots, and practical lighting needs. Read more ›
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The Information
Enterprise software firm ServiceNow’s second quarter revenue growth accelerated a couple of percentage points to 24%, the company reported Wednesday, thanks in part to strong demand from the federal government that pulled some business into the second quarter from the third quarter. One result ... Read more ›
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Alphabet’s revenue grew 24% year-over-year to $119.8 billion in the second quarter, driven by especially strong growth in Google’s cloud-computing unit. Google Cloud’s revenue grew 82% year-over-year to $24.8 billion, outpacing the previous quarter’s 63% year-over-year growth, the company ... Read more ›
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Tesla’s revenue jumped 26% year over year in the second quarter, boosted by its vehicle deliveries and the company’s energy business. Even as the company generated more cash from its day-to-day business, it spent heavily on new manufacturing capacity and AI projects, sending its free cash flow ... Read more ›
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IBM on Wednesday said it was reducing its full-year projection for revenue growth to between 4% and 5% this year compared to an earlier forecast of more than 5% growth. The lowered forecast came during the company’s quarterly earnings report, which showed sluggish sales growth. The company first ... Read more ›
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This week, Trump administration officials have taken to the airwaves and X to blast Chinese open source AI companies like Moonshot, accusing them of stealing intellectual property from the likes of Anthropic and other U.S. AI developers. The administration’s concerns aren’t just rhetoric, though. The Bureau of Industry and Security, an agency within the U.S. Department of Commerce, is formally investigating whether Chinese firms like Moonshot, which last week released... Read more ›
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Wow. Google Cloud’s business exploded in the second quarter, with revenue soaring 82%, nearly 20 percentage points faster than for the previous quarter. Rapid demand for AI services—and in this quarter, the impact of AI chip sales—has lifted Google Cloud’s growth rate by nearly 50 percentage points in the past four quarters. But while cloud’s red-hot growth lifted Google’s parent Alphabet to a better than expected 24% top-line expansion in... Read more ›
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As Anthropic prepares to go public, it is considering a highly unusual move to require rank-and-file employees to sell stock through rigid trading schedules so they don’t run afoul of insider trading laws, said a person familiar with the matter and a person briefed on it. At companies that have used such trading plans, typically only top executives and some finance and legal staff adopt them. The arrangements, called 10b5-1... Read more ›
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In 2020, 22-year-old Aakash Thumaty was a product manager at Salesforce when he wrote an essay, “Value Driven Innovation at Shopify and the Incumbency Trap at Salesforce,” which argued against Salesforce’s subscription-based business model. He sent it to Bret Taylor, who at the time was Salesforce’s chief operating officer. To Thumaty’s surprise, Taylor shared it with other executives at the company.Six years later, Thumaty and Taylor’s paths are crossing again.... Read more ›
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AlphaSense, which sells AI-powered search and market research tools to banks and other businesses, has been working with advisers on a potential initial public offering in the coming months, according to people with direct knowledge of its plans. The plans follow recent fast growth at the 15-year-old company, which was valued at $7.5 billion after a funding round last month. It is currently generating over $700 million in annual recurring... Read more ›
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The release of a high-profile Chinese AI model last week has triggered debate in the White House and Silicon Valley over whether to restrict such technology in the U.S. As the White House and U.S. agencies including the Commerce Department investigate whether China-based Moonshot stole American IP and accessed restricted Nvidia chips to develop the model it released last week, Anthropic and OpenAI stand nearly alone among tech companies in... Read more ›
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29.07.2026 16:40
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