Five Takeaways From ‘Data Center Davos’
Last week, the data center industry migrated temporarily to Hawaii for the Pacific Telecommunications Council conference. The event—like Davos except warmer—is typically where deal talks in the da...
Why OpenAI Is Doubling Down on Enterprises
The circular funding party continues! This morning, Nvidia announced that it’s invested $2 billion into cloud provider CoreWeave, who said it’ll use that capital to build more than five gigawatts ...
AI Demand Leads to Boom in Memory and Storage Stocks
AI-driven chip demand has fueled a surge in memory and computer storage stocks.
That’s according to a Sunday (Jan. 25) report from the Financial Times (FT), which noted that while data st...
Gold Hits $5,000 for First Time — Three Risks Behind the Panic
Gold broke through $5,000 per ounce for the first time in history. Prices have climbed more than $650 in January alone. Last week’s 8.5% gain marked the largest weekly increase ever in dollar terms....
This Week’s Tech Earnings: Meta, Microsoft, Apple and Tesla
Clear your schedule on Wednesday afternoon. Meta Platforms, Microsoft and Tesla are each reporting their December-quarter earnings after the market closes that day. Tesla is its own thing—we have a ...
Microsoft handed the government encryption keys for customer data
The FBI went to Microsoft last year with a warrant, asking them to hand over keys to unlock encrypted data stored on three laptops as part of an investigation into potential fraud involving the...
