Amazon, Microsoft, Meta, and Google forecast $650B in AI capital spending for 2026. Unprecedented investment drives data center construction boom.

Dutch chipmaking equipment supplier ASML posts record quarterly orders of 13 billion euros, driven by robust AI data center demand and sustained infrastructure investments.

Global investment in AI infrastructure is projected to surpass $7 trillion over the next decade, spanning data centers, power systems, and semiconductor manufacturing.

AWS data center in Dublin provides 100% of heating for university campus through innovative waste heat recovery, demonstrating sustainable AI infrastructure solutions.

Microsoft unveiled Maia 200, a custom AI chip built on TSMC's 3nm process, designed to reduce reliance on Nvidia and compete with Google's TPUs and Amazon's Trainium processors for large-scale AI workloads.

A significant global shortage of DRAM and NAND storage is causing price hikes of over 50% and long delivery delays, creating a major bottleneck that could stall on-premise AI projects for many enterprises in 2026.

A new analysis explores the complex relationship between AI and the climate crisis, highlighting how the energy consumption of data centers exacerbates the problem while AI-powered tools offer potential solutions for climate action and a transition to renewable energy.

The exponential growth of AI is creating an unprecedented demand for energy and data center infrastructure, a central theme at the World Economic Forum. Global data center power usage is projected to jump from 55 to 84 gigawatts in just two years.

Meta has launched a new top-level initiative called 'Meta Compute' to accelerate the development of its AI infrastructure. The company plans to invest hundreds of billions of dollars in data centers and custom chips to build 'superintelligence'.

Big tech companies invested $400 billion in data center buildout in 2025 with expectations to increase in 2026, raising concerns about systemic financial risk as AI infrastructure becomes critical to economy.

2026 marks transition from AI tools to autonomous systems with on-device intelligence, expanded data center infrastructure, and industry-specific applications across healthcare, manufacturing, and finance.

The rapid growth of AI data centers is putting a strain on the US electrical grid, with projections showing a significant increase in energy consumption. This has led to rising electricity costs for households and calls for tech giants to cover the expenses.

The massive energy consumption of AI data centers is driving a global push for more nuclear power. A UN report highlights the need for reliable, carbon-free energy to support the AI revolution, with 71 new reactors currently under construction.

EPA rules that Elon Musk's xAI Memphis datacenter illegally operated gas turbines without proper air quality permits, affecting historically Black communities.