Blackstone, Meta, and JPMorgan are quietly reshaping the future of data centers--and the credit markets behind them.

Meta's effort to hire elite AI talent is alienating some existing researchers. Find out why some are considering leaving Meta ...

Meta risks overinvesting in AI infrastructure while underinvesting in elite AI talent. Click to read about the factors that ...

Discussing key differences between the AI revolution and the Internet boom and why markets are likely to sell off once this ...

But Big Tech’s dreams are becoming more fantastical. Meta, xAI and OpenAI have each announced supercomputer projects that will individually cost more than $100bn. And that’s just the tip of the ...