Friday, April 17, 2026

SynMax: ~40% of US data centers due in 2026 are facing delays, with major sites for Microsoft, OpenAI, and others likely set back by more than three months (Financial Times)

Financial Times:
SynMax: ~40% of US data centers due in 2026 are facing delays, with major sites for Microsoft, OpenAI, and others likely set back by more than three months  —  Delays to a swath of new US data centres threaten to slow the rollout of AI by the world's biggest tech companies …



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Alibaba reports Q4 revenue up 3% YoY to ~$35.8B, below ~$36.3B est., and net income up ~100% to ~$3.7B, in part due to investments, as it seeks to monetize AI (Luz Ding/Bloomberg)

Luz Ding / Bloomberg : Alibaba reports Q4 revenue up 3% YoY to ~$35.8B, below ~$36.3B est., and net income up ~100% to ~$3.7B, in part du...