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broker
BankingAI data center boom sparks fears of glut amid lending frenzy
By Neil Callanan, Paula Seligson and BloombergDecember 12, 2025
Stephanie Zhan, Partner Sequoia Capital speaking on stage at Fortune Brainstorm AI San Francisco 2025.
NewslettersHighlights from Fortune Brainstorm AI San Francisco
By Jeremy KahnDecember 11, 2025
CoreWeave CEO: Despite seesawing stock, IPO was ‘incredibly successful’ after challenges of Liberation Day tariff timing
AICoreWeave CEO: Despite seesawing stock, IPO was ‘incredibly successful’ after challenges of Liberation Day tariff timing
By Sharon GoldmanDecember 9, 2025
Exelon CEO: The ‘warning lights are on’ for U.S. electric grid resilience and utility prices amid AI demand surge
ConferencesExelon CEO: The ‘warning lights are on’ for U.S. electric grid resilience and utility prices amid AI demand surge
By Jordan BlumDecember 9, 2025
Malaysia’s Johor launches 7,300-acre innovation sandbox, part of new special economic zone with neighboring Singapore
EconomyMalaysia’s Johor launches 7,300-acre innovation sandbox, part of new special economic zone with neighboring Singapore
By Angelica AngDecember 9, 2025
Google Cloud CEO lays out 3-part strategy to meet AI’s energy demands, after identifying it as ‘the most problematic thing’
AIGoogle Cloud CEO lays out 3-part strategy to meet AI’s energy demands, after identifying it as ‘the most problematic thing’
By Jason MaDecember 8, 2025
AI is rewriting the rules of work. Our job is to shape what comes next
Future of WorkAI is rewriting the rules of work. Our job is to shape what comes next
By Jacqui CanneyDecember 8, 2025
HP’s chief commercial officer predicts the future will include AI-powered PCs that don’t share data in the cloud
AIHP’s chief commercial officer predicts the future will include AI-powered PCs that don’t share data in the cloud
By Nicholas GordonDecember 7, 2025
Photo of Jensen Huang
AINvidia CEO says data centers take about 3 years to construct in the U.S., while in China ‘they can build a hospital in a weekend’
By Nino PaoliDecember 6, 2025
data center
EnvironmentThe rise of AI reasoning models comes with a big energy tradeoff
By Rachel Metz, Dina Bass and BloombergDecember 5, 2025
Ted Pick
BankingMorgan Stanley considers offloading some of its data-center exposure
By Esteban Duarte, Paula Seligson, Davide Scigliuzzo and BloombergDecember 4, 2025
Matt Rogers
CommentaryI built the first iPhone with Steve Jobs. The AI industry is at risk of repeating an early smartphone mistake
By Matt RogersDecember 4, 2025
satellite
AIGoogle’s plan to put data centers in the sky faces thousands of (little) problems: space junk
By Mojtaba Akhavan-TaftiDecember 3, 2025
Greg Abbott and Sundar Pichai sit next to each other at a red table.
AIBank of America predicts an ‘air pocket,’ not an AI bubble, fueled by mountains of debt piling up from the data center rush
By Sasha RogelbergDecember 3, 2025
IBM CEO warns there’s ‘no way’ hyperscalers like Google and Amazon will be able to turn a profit at the rate of their data center spending
AIIBM CEO warns there’s ‘no way’ hyperscalers like Google and Amazon will be able to turn a profit at the rate of their data center spending
By Marco Quiroz-GutierrezDecember 3, 2025
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