While training has been the focus, inference is where AI's value is realized. Training clusters need large amounts of power. Optimized inference workloads that run over and over again on new data, on the other hand, should ideally use as few IT resources and power as possible.

President Trump recently announced that several companies in the private sector are teaming up to invest up to $500 billion into infrastructure for artificial intelligence (AI). The Stargate project,

When OpenAI released ChatGPT in 2022, companies started spending billions on GPUs to train AI models. Nvidia led the market for graphics processing units (GPUs), so it was the right company at the right time to deliver monster returns to investors.

Meta CEO Mark Zuckerberg expects to spend as much as $65 billion on AI in 2025 as part of a “massive effort” to further the company’s AI ambitions. Part of the plan includes a Louisiana data center that Zuckerberg says “is so large it would cover a significant part of Manhattan,” he wrote on Threads today.

This week's announcement by President Donald Trump of a massive private-sector investment to build more AI data centers casts a spotlight on a relatively small and nimble class of cloud computing firms positioned to play a bigger role in the tech sector.

Doug Adams. President and CEO of Global Data Centers for NTT DATA explains how NTT has responded to trends in AI and liquid cooling, plus he outlines the organization's plans

Stargate's first data center campus, located in Abilene, will be about 875 acres, but only says it will create at least 57 jobs.

Bernstein remains bullish on Core Scientific (CORZ) even after the shares tumbled 30% earlier this week as Chinese artificial intelligence (AI) startup DeepSeek challenged the idea that bitcoin (BTC) miners had value as data center plays. The slide means the stock is now available at a deep discount, the broker said in a research report Thursday.

Oil company Chevron is partnering with Engine No. 1 and GE Vernova to create natural gas power plants in the United States that will be linked to data centers in order to support increased demand for electricity at these centers,

The social-media giant plans to spend between $60 billion and $65 billion, the latest sign of tech companies’ accelerating investments into artificial intelligence.

In addition to Oracle and OpenAI's Stargate initiative, Amazon, Meta, Google and other tech giants are building facilities across the country this year.

Mukesh Ambani’s Reliance is planning to build what could become the world’s largest data center in Jamnagar, India, with a capacity of 3 gigawatts to capitalize on surging AI demand.