Plus: Microsoft and Amazon Capex in Focus Amid Potential AI Pullback
James Walker Romi Mahajan discusses why the industry must radically rethink its approach to power as AI drives unprecedented demand. | |
Ryan Vlastelica, Bloomberg News There have been reports suggesting that both companies may be cutting back on their AI infrastructure spending. | |
Drew Robb Sessions at Data Center World 2025 revealed the next hot spots for AI-ready data centers – where power, land, and policy align. | Nathan Eddy Water scarcity is a growing credit risk for data center operators, particularly hyperscale providers supporting AI workloads, a new report indicates. | |
Scott Jarnagin, Industry Perspectives To stay competitive, data center operators must balance maintaining existing systems with integrating advanced technologies to support future workloads, writes Scott Jarnagin. | James Walker Deloitte says new nuclear power could meet 10% of future data center demand – but scaling will require faster builds and secure supply chains. | |
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