Monday, December 22, 2025

How the global AI boom is driven by thousands of newcomers, diluting Big Tech's infrastructure dominance; US data center credit deals hit $178.5B in 2025 so far (Bloomberg)

Bloomberg:
How the global AI boom is driven by thousands of newcomers, diluting Big Tech's infrastructure dominance; US data center credit deals hit $178.5B in 2025 so far  —  In the golden hills of Puglia, a southern region of Italy known today for its olive trees, white cliffs and turquoise mediterranean coves …



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Datadog closed up 31%+ after reporting Q1 revenue up 32% YoY to $1B and raising its FY revenue forecast, an outlier in the software industry amid the AI boom (Mike Wheatley/SiliconANGLE)

Mike Wheatley / SiliconANGLE : Datadog closed up 31%+ after reporting Q1 revenue up 32% YoY to $1B and raising its FY revenue forecast, a...