AI
OpenAI Reverses Course, Says Its Nonprofit Will Continue to Control Business
Shareholders will also receive stock and a cap on profit for some investors will be lifted.
Earnings
Lumen Adds 39,000 Fiber Customers As Legacy Losses Persist
Company pivots toward hyperscaler market with Google Cloud deal.
EU
Microsoft Pledges to Protect European Operations and Unveils Data Center Expansion
'What we want Europeans to know is that they can count on us,' Microsoft President Brad Smith said on Wednesday.
Justice Department
Google Face Off With U.S. Government Over Possible Breakup
An existential threat for Google as a court in Washington will hear 'remedies' arguments about how, or whether, Google should be broken up.
Data center summit
Rep. Randy Weber: More Nuclear Power for Data Centers
Big tech companies have been pursuing nuclear power as electricity demands increase.
Nuclear
Three Mile Island Nuclear Plant May Return to Fuel Microsoft AI Data Center
Plan to restart the storied Pennsylvania reactor reflects the growing convergence of Big Tech’s energy demand.
Infrastructure
Earth, Ether, Fire and Water: An Elemental Data Center Story
A convergence of interest between the energy-hungry needs of major Internet players and the Trump administration's 'energy dominance'
Metro Connect
With Unprecedented AI-Driven Demand, New Financing Solutions Needed
In 2024, there was 6.7 gigawatts of data center demand, said Kush Urs of Guggenheim Partners. That was more than 6X since 2020.
Subsea Cables
Experts Warn of Subsea Cable Risks Amid Rising Geopolitical Tensions
Call for stronger protections as private firms dominate subsea networks
Nuclear
Ex-Rep. Greg Walden to Lobby for Constellation Energy
Former Energy and Commerce Chairman to work on nuclear energy policy
INCOMPAS
Rep. John Joyce Provides Updates on Nuclear, SPEED for BEAD
Noted Constellation’s Three Mile Island restart currently a year ahead of schedule
AI
AI Data Center Boom Raises Energy, Infrastructure Questions
This event previewed the upcoming in-person 'Data Centers, Nuclear Power, and Broadband Summit' conference on March 27
Data Center
Microsoft Scraps Multiple Data Center Leases: TD Cowen
Overcapacity concerns raise questions about the software giant’s AI forecast.
SpaceX
AI Boom Drives Demand for Fiber Data Center Infrastructure
Shortages in power and semiconductors render fiber the only solution to sustain AI growth, panelists said.
Energy
OpenAI Looks Across U.S. for Sites to Build Its Stargate AI Data Centers
The maker of ChatGPT put out an RFP for land, electricity, engineers and architects in Oregon, Pennsylvania and Wisconsin.
AI
Global Energy Analyst: ‘Nuclear is Making a Comeback’
Expects tech companies to play a key role in nuclear investment
