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627 articles
Industry Jun 18, 2026

Data Center Funding Surge: From Shoe Company Pivot to $740M India JV

A wave of funding hits the data center sector: Allbirds pivots to AI cloud as Smartbird, Hydra Host raises $100M, CPP Investments commits $740M to CtrlS in India, and VisionWave plans an underground facility in Israel.

Hyperscaler AI spending surge threatens cash flow, Epoch AI warns
Industry Jun 17, 2026

Hyperscaler AI spending surge threatens cash flow, Epoch AI warns

Epoch AI analysis shows hyperscaler AI infrastructure spending growing 70% annually, while cash flow rises only 23%. If trends hold, spending could exceed cash flow by Q3 2026. OpenAI burned $3.7B in Q1 2026, and Microsoft faces a shareholder lawsuit over Azure slowdown and AI spending.

#enterprise AI #OpenAI #Microsoft #hyperscalers #AI spending #Epoch AI #cash flow #shareholder lawsuit