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Geopolitics, regulation, defense & law
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Launches, research & more from the AI Agent Report Newsletter
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TALENT TRENDS
The latest hires, departures & labor data
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Announcements, strategies & case studies
IN OTHER NEWS
Compelling stories beyond the usual categories
AI INFRASTRUCTURE


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What’s happening in AI right now
The race to power AI tests America's infrastructure

Employers now prefer AI systems over recent college graduates for entry-level work, according to a striking new survey. This preference for machine over human intelligence - with 37% of employers favoring AI - signals skyrocketing demand for artificial intelligence in the workplace.
Meeting this demand requires unprecedented computing power. The result? A gold rush in AI infrastructure.
The scale of investment
Project Stargate leads the charge with a staggering $500 billion joint venture between OpenAI, SoftBank, and Abu Dhabi's MGX to build massive data centers across America. Meta follows with plans for up to $65 billion in AI initiatives by 2025, including a new Louisiana data center. In India, Reliance Group has broken ground on what could become the world's largest data center.
The network effect
Traditional telecom players see opportunity too. Verizon Business launched AI Connect, leveraging its 5G networks and edge computing facilities to support enterprise AI deployments. The political sphere recognizes the urgency, with Trump proposing emergency powers to fast-track power stations dedicated to AI centers.
The environmental challenge
This infrastructure boom comes at a cost. Data centers have tripled their electricity consumption since 2014. The environmental impact of these new facilities demands innovative solutions in renewable energy and cooling systems.
A different path
Not everyone believes bigger is better. DeepSeek's recent reasoning model breakthrough achieved performance parity with leading models using significantly fewer resources, suggesting an alternative to the brute-force approach of massive infrastructure investment.
Looking forward
The AI infrastructure race reflects a fundamental shift in computing. Just as the internet required massive investment in fiber optic cables and data centers, AI demands its own infrastructure backbone. Companies building this foundation today may shape the competitive landscape for decades to come.
We publish daily research, playbooks, and deep industry data breakdowns. Learn More Here
AI generated art
A look at the art and projects being created with AI
