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"Existential Fight For Survival": MSFT May Nuke Green Data Center Climate Pledge
"Existential Fight For Survival": MSFT May Nuke Green Data Center Climate Pledge
One week ago, Microsoft expected roughly $190 billion in AI data center spending for this fiscal year, highlighting the massive scale of the hyperscaler capex cycle as Big Tech races to build out compute infrastructure. Across the tech space, hyperscalers are expected to spend nearly $700 billion in capex this year alone.
The incredible amount of capex being deployed this year has forced some tech giants to slash headcount and trim operating costs to free up capital for data...
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Sep 7, 2026 / Tyler Durden
Chinese Oil Demand Unexpectedly Soars, Sending Shanghai Crude Above $100, With Brent Prices Set To Follow
Chinese Oil Demand Unexpectedly Soars, Sending Shanghai Crude Above $100, With Brent Prices Set To Follow
One of the reasons why the price of oil failed to soar during the "actively kinetic" phase of the Iran war, when shipments through Hormuz were effectively halted and the world faced a shortage of about 10-15mmb/d, is that Chinese oil demand plunged. Whether due to a sharp slowdown in the economy (which after the sudden "recap" of China's banks appears very likely) or due to an aggressive drain of China's strategic reserve, the...
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Jun 27, 2026 / Tyler Durden
EU Joins US-Led Pax Silica Alliance To Secure AI Supply Chains
EU Joins US-Led Pax Silica Alliance To Secure AI Supply Chains
Authored by James Xu via The Epoch Times,
The European Commission, Germany, Greece, and the Netherlands have joined the U.S.-led Pax Silica partnership, expanding a group focused on securing supply chains for artificial intelligence and other critical technologies.
Semiconductor chips on a circuit board of a computer on Feb. 25, 2022. Florence Lo/Illustration/Reuters
The announcement came at a summit in Washington on June 23 hosted by the U.S. State Department. The partnership aims to strengthen cooperation on semiconductors, critical minerals, energy, and...
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Aug 16, 2026 / Tyler Durden
Beijing Wants Nvidia Out But China's AI Developers Aren't Ready
Beijing Wants Nvidia Out But China's AI Developers Aren't Ready
China has spent years pouring money and political capital into building a homegrown semiconductor industry. Yet when its AI companies need to train their most sophisticated models, many still turn to Nvidia, according to South China Morning Post.
The biggest obstacle may no longer be the chips themselves. It is everything developers have built around them.
Nvidia’s CUDA software has become deeply woven into the way AI labs operate. Models, training tools and internal workflows have been designed around the platform, meaning...
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