Cloud gaming just had its biggest holiday season ever, with a massive 45% year-over-year jump in usage. The surge is driven by Xbox Cloud Gaming, NVIDIA’s GeForce Now, and a wave of new, high-profile titles hitting the services.
Saudi Telecom Company, through its Center3 subsidiary, has signed a joint venture with AI firm Humain to develop AI-focused data centers. The ambitious plan aims for 1GW of capacity, starting with an initial 250MW.
The mystery behind a data center developer’s stock crash is solved. Amazon is the prospective tenant that withdrew a $150 million construction advance for a massive Texas project, though talks are reportedly still ongoing.
Jim Cramer is urging Amazon not to proceed with a reported $10 billion investment in OpenAI. He calls the potential deal, where OpenAI would use Amazon’s custom AI chips, a “sham-like” circular arrangement that echoes the dangerous speculation of the dotcom era.
The server market just posted its biggest quarter ever, with revenues soaring to $112.4 billion. This staggering 61% year-over-year growth is almost entirely powered by massive investments in AI hardware by cloud giants.
Hut 8 is leasing a massive data center campus in Louisiana to AI cloud firm Fluidstack in a deal valued at up to $17.7 billion. The partnership with Anthropic and Google-backed Fluidstack signals a major pivot for the former cryptominer into building AI infrastructure at a gigawatt scale.
The race to build AI data centers is sparking fears of a massive bubble. With estimates of up to $10 trillion in needed spending and lenders throwing cash at projects, veterans like Howard Marks are warning of a potential glut and bankruptcies. The sheer scale and risky financial engineering involve
Samsung has kicked off the One UI 8.5 beta program, starting with the Galaxy S25 series. The update introduces a new “Now Brief” YouTube card, and the beta may soon expand to more devices.
The data center construction boom has hit a wall: there’s no power or land left in core markets. The new strategy is a high-stakes scramble to secure sites near available electricity, even if it means planning for tech that doesn’t exist yet. This isn’t a bubble—it’s the new normal.
A major new player has entered Canada’s digital infrastructure scene. Qu Data Centres, launched by InfraRed Capital Partners, unites nine facilities formerly owned by Rogers Communications into a sovereign, scaled platform ready for AI and enterprise growth.
