SpaceX's historic IPO reveals a broader contest over who controls the physical infrastructure underpinning the next AI economy, with xAI at the center.

Bipartisan opposition has successfully blocked more than 75 AI data center build-outs worth $130 billion amid fears over soaring power and water costs.

A Google AI infrastructure project delay contributed to a semiconductor sell-off, though analysts say the broader AI data center expansion remains on schedule.

Forbes analysis argues the market is valuing SpaceX as a future AI infrastructure and compute platform, not merely as a launch company.

Oracle shares slid as investors questioned AI data-center spending, negative free cash flow, and new capital raises.

Amazon secured a $17.5 billion loan after a major bond sale as Big Tech debt rises to fund AI data centers and chips.

Meta will use a 168-megawatt Reliance data center in India to support global AI computing needs.

Super Micro plans $7 billion in financing to fund component purchases after reporting $39 billion in recent AI server orders.

China is preparing a five-year, roughly $295 billion plan to build AI data centers and computing hubs nationwide.

Apple said its AFM Cloud Pro model uses Google technology and Nvidia GPUs while extending Private Cloud Compute.

TechCrunch reports rising AI token costs could drive more price increases as major AI companies prepare to go public.

Meta stock dropped after reports that the company could raise tens of billions of dollars to finance AI infrastructure expansion.

Google will pay SpaceX $920 million monthly for AI compute capacity as demand for Gemini Enterprise infrastructure surges.

Meta is using tent-like temporary structures to accelerate data center capacity for its AI infrastructure buildout.

Google announced water stewardship commitments as scrutiny rises over AI data centers' water use and local impact.

Google began building its first Swedish data center, adding jobs and sustainable infrastructure for Search, Cloud, YouTube, and developers.

Dell shares jumped after AI server demand drove its fastest revenue growth since returning public in 2018.

The Register reports AWS added Graviton-powered Redshift instances, claiming faster analytics for data-heavy workloads.

The Register explains the enterprise shift toward running AI applications closer to where data is generated and consumed.

CNBC reports renewed SpaceX-Tesla merger speculation as SpaceX nears an IPO and AI-linked capital spending grows.