Tag: data centers
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Why AI Inference Costs Keep Rising While the Price Per Token Falls
Ask why AI inference is so expensive and you will usually be handed a price list. The price list argues the opposite case: the published cost of a million tokens has fallen, repeatedly and on the record, for two years.…
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Microsoft AI Returns Face a Hardware Refresh Test
Microsoft AI returns are no longer just a promise attached to a spending plan. Microsoft’s fiscal 2026 fourth-quarter figures give us unusually concrete evidence of demand: Azure’s annual revenue passed $100 billion, while Microsoft 365 Copilot exceeded 30 million paid…
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Nvidia OpenAI Backstop: Who Actually Carries the Risk?
Nvidia doesn’t usually show up on the financing side of a data center deal. This time it reportedly might be the thing holding the whole structure up, and that’s a different role than the one it’s used to playing.
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Bitcoin Miner Bitdeer’s AI Pivot Outshines Its Mining
I’ve been watching crypto miners diversify into AI for a while now, but Bitdeer’s latest numbers make the shift feel less like a hedge and more like a second business line.
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Meta May Rent Its AI Data Centers to Rival Anthropic
I find it striking that Meta, a company that has poured tens of billions into building its own AI infrastructure, might end up renting that capacity to a direct competitor.