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AI Infrastructure

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Screenshot of Adam Sullivan, left, via YouTube. Photo of Mike Intrator by Getty Images.
AI Infrastructure

As AI Data Centers Face Delays, the Blame Game Begins

By Anissa Gardizy · Nov 24, 2025 10:11am PST · 1 comment
The mood is shifting in AI data center circles. The euphoria of record-setting, multi-gigawatt deals has given way to finger pointing as deadlines to get AI servers online slip or get dangerously close to falling behind.For months, data center builders have told me many of the gigawatt-size AI server facilities are running behind schedule... The mood is shifting in AI data center circles. The euphoria of record-setting, multi-gigawatt...
The Oracle data center for OpenAI in Abilene, Texas. Photo via Getty
AI Infrastructure

The Data Center Boom Enters a Speculative Era

By · Oct 20, 2025 10:19am PDT
The Wynn in Las Vegas was buzzing last week as executives, investors and dealmakers from across the data center, cloud and finance world converged at an event to trade notes on how quickly the industry has changed. A year ago, most conversations at Infra/Structure, hosted by Structure Research, focused on how hard it was to find land and... The Wynn in Las Vegas was buzzing last week as executives, investors and dealmakers from across...