Topic
Infrastructure
Data centres, chips, energy and cloud capacity behind AI, and how spending and shortages affect the price and availability of models.
2 analyses
Europe · Infrastructure
Europe is finally paying for its own AI compute, and Denmark has put 750 million kroner on the table
Brussels opened bidding for up to seven AI gigafactories, Denmark committed money to buy capacity in one, and Mistral closed the largest funding round in European tech history. None of it changes where your AI runs this year, but it changes the options.
Photo: Carlos Jones/ORNL, U.S. Dept. of Energy, CC BY 4.0 Infrastructure · Markets
Big Tech is spending $725 billion on AI this year, and central banks are worried
The four biggest cloud companies are putting three quarters of a trillion dollars into AI infrastructure this year, and the world's central banks now list it as a financial risk. If your business runs on their AI, part of that risk is yours.