Last mentioned: Mar 8, 2026
Amazon, Microsoft, and Google are accelerating capital expenditures to expand data center capacity, positioning themselves as the primary beneficiaries of the generative AI era. This massive infrastructure build-out is creating a new tier of AI-first real estate and compute power that defines the next decade of cloud competition.
President Trump is set to announce a series of landmark energy deals designed to power the next generation of AI data centers during his State of the Union address. The initiative aims to secure U.S. dominance in artificial intelligence by addressing the critical power shortages currently hindering infrastructure expansion.
Activist investor Starboard Value is reportedly pressuring Riot Platforms to transition its Bitcoin mining infrastructure into data centers for AI hyperscalers. The move aims to capitalize on the surging demand for AI compute power and close the valuation gap between miners and infrastructure providers.
Activist investor Starboard Value is pushing Riot Platforms to transition from Bitcoin mining to hosting data centers for hyperscalers. The firm argues that Riot's massive power capacity could unlock up to $21 billion in value through AI and High-Performance Computing (HPC) infrastructure.