2025-11-05
Financial Times
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Barclays: hyperscalers have announced a total of 46 GW of AI data center capacity, which at full utilization will consume as much energy as ~44.2M US households
The financing package stitched together for Meta's humongous Hyperion data centre campus in Louisiana made Alphaville curious …
2025-03-11
Financial Times
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Cerebras, Groq, and Big Tech target AI inference to challenge Nvidia; Barclays sees inference capex surpassing training in two years, reaching $208.2B in 2026
Rivals focus efforts on how AI is deployed, in their efforts to disrupt the world's most valuable semiconductor company
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