Saturday, November 15, 2025

A look at the global AI data center buildout, its limits, and ROI concerns; in 2025, US capacity that is built, underway, planned, or stalled has topped 80 GW (Wall Street Journal)

Wall Street Journal:
A look at the global AI data center buildout, its limits, and ROI concerns; in 2025, US capacity that is built, underway, planned, or stalled has topped 80 GW  —  Record capital expenditures and data-center planning run up against the ground truths of physical infrastructure



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How internet censorship tech maker Sandvine, a vendor to repressive regimes like Egypt, nearly collapsed before US restrictions forced new ownership and a pivot (Ryan Gallagher/Bloomberg)

Ryan Gallagher / Bloomberg : How internet censorship tech maker Sandvine, a vendor to repressive regimes like Egypt, nearly collapsed bef...