With all the new AI tech arriving in the new AI data centres – what is happening to the old tech it is presumably replacing?

🧠 What’s Happening to the Old Tech? Shadow in the cloud 🔄 Repurposing and Retrofitting 🧹 Decommissioning and Disposal 🏭 Secondary Markets and Resale 🧊 Cold Storage and Archival Use ⚠️ Obsolescence Risk 🧭 A Symbolic Shift This isn’t just about servers—it’s about sovereignty, sustainability, and the philosophy of obsolescence. The old tech isn’t just …

Big tech companies are increasingly adopting nuclear power to meet the high energy demands of their AI data centres

Why? Elevated Energy Needs AI systems, particularly generative AI, necessitate substantial computational power, leading to significant energy use. Conventional energy sources might not meet these growing demands. Environmental Commitments Numerous tech firms have pledged to lower their carbon emissions. Nuclear power, a low-emission energy source, supports these environmental commitments. Dependability Nuclear energy offers a consistent …

Big Tech aiming to raise $100 billion for AI data centres

In a substantial effort to strengthen the infrastructure required for artificial intelligence (AI), BlackRock and Microsoft have unveiled a significant fundraising endeavour. The initiative, dubbed the Global AI Infrastructure Investment Partnership (GAIIP), seeks to secure $30 billion in private equity capital, with the possibility of leveraging up to $100 billion including debt financing. The main …

UK says data centres are critical infrastructure and are designated as important as the power grid and the NHS

UK data centres are set to be classified as critical national infrastructure (CNI), aligning them with sectors such as emergency services, finance, healthcare, and utilities This classification will ensure they receive additional government support during major incidents like cyber-attacks, IT outages, or severe weather, to reduce disruption. Data centres, large warehouses filled with extensive computer …

Europe wants to place data centres in space and Microsoft wants to place them under the sea

Data centres are expected to consume over 3% of Europe’s electricity demand by 2030 The surge in artificial intelligence (AI) has significantly increased the demand for data centres, essential for the ‘exploding’ tech sector. This necessity has led Europe to consider spatial alternatives for digital storage, aiming to diminish reliance on energy-intensive ground facilities. The …

AI power hungry data centres go green in Singapore

Singapore is actively addressing the dual challenges of the increasing demand for artificial intelligence (AI) and the pressure on energy resources. The nation recently unveiled a green data centre roadmap to bolster its digital economy aspirations. Growing AI Demand and Energy Strain With the increasing demand for digital and AI computation, the requirement for data …

Arm reportedly to launch AI chips in 2025 as Softbank plan AI data centres

Arm, with a 90% holding by SoftBank, is reportedly set to establish an AI chip unit with the goal of developing a prototype by spring 2025. This initiative is aimed at catching up with the booming AI market, currently dominated by Nvidia. Arm, alongside competitors such as AMD, Intel, and Qualcomm, is accelerating efforts to …

Apple reportedly developing AI microchips for data centres

Apple, renowned for its innovative consumer electronics, is reported to be branching into artificial intelligence (AI). Recent reports suggest the company is developing a project dubbed ‘Project ACDC,’ (Apple Chips in Data Centre) with the goal of creating specialized AI chips for data centres. The AI race AI applications are becoming ever more essential in …

Nvidia Q3 results were very strong – but does the AI bubble reside elsewhere – such as with the debt driven AI data centre roll out – and crossover company deals?

Nvidia’s Q3 results show strength, but the real risk of an AI bubble may lie in the debt-fuelled data centre boom and the circular crossover deals between tech giants. Nvidia’s latest quarterly earnings were nothing short of spectacular. Revenue surged to $57 billion, up 62% year-on-year, with net income climbing to nearly $32 billion. The …

Company says it can cut data centre energy use by 50% as AI boom places increased strain on power grids

Major technology corporations such as Microsoft, Alphabet, and Meta are channelling billions into data centre infrastructures to bolster generative AI, which is causing a spike in energy demand. Sustainable Metal Cloud has announced that its immersion cooling technology is 28% less expensive to install compared to other liquid-based cooling methods and can cut energy use …

Energy hungry data centre power solution

The use of nuclear reactors for data centres is a controversial and complex topic that has both advantages and disadvantages Nuclear reactors can provide a reliable, stable, and carbon-free source of electricity for power-hungry data centres, which are essential for the operation of various applications, such as artificial intelligence (AI). Grid overload Nuclear reactors can …

The Coming Crunch: Could AI Face a Global Memory Shortage?

The rapid acceleration of artificial intelligence has created an unexpected bottleneck that few outside the semiconductor world saw coming. A potential shortage of the high‑bandwidth memory (HBM) that modern AI systems depend upon has become a real issue. As models grow larger and more capable, their appetite for memory grows even faster. The result is …

SpaceX–xAI: A New Age Industrial Giant

Elon Musk’s decision to fold xAI into SpaceX has set the stage for what could become one of the largest and most closely watched IPOs in market history. The move signals a bold attempt to fuse advanced artificial intelligence with orbital infrastructure, satellite communications, and Musk’s wider technological ecosystem. Elon Musk’s merger of SpaceX with …

Has AI Investment Gone Too Far Too Fast? A Quick Look at Hype Reality and Returns

Few technologies have attracted capital as aggressively as artificial intelligence. In just a few years, AI has shifted from a promising research frontier to the centrepiece of global corporate strategy. Yet as investment has surged, so too has scepticism. Many analysts now argue that the pace of spending has outstripped both practical readiness and measurable …

Are U.S. Markets in an ‘Everything Bubble’?

The phrase ‘everything bubble‘ has gained traction among investors and commentators who fear that multiple asset classes in the United States are simultaneously overvalued. Unlike past episodes where excess was concentrated in one sector—such as technology in the late 1990s or housing in the mid‑2000s—the current concern is that equities, property, and credit markets are …

U.S. AI vs China AI – the difference

China’s AI industry has indeed cultivated a reputation for ‘doing more with less’, while the U.S. has poured vast sums into AI development, raising concerns about overinvestment and inflated valuations. The contrast lies not only in the scale of funding but also in the efficiency and strategic focus of each country’s approach. The U.S. Approach: …

Even AI Firms Voice Concern Over Bubble Fears

For some time now, talk of an ‘AI bubble‘ has largely come from investors and financial analysts. Now, strikingly, some of the loudest warnings are coming from inside the industry itself. At the Web Summit in Lisbon, senior executives from companies such as DeepL and Picsart reportedly admitted they were uneasy about the soaring valuations …

AI hype collides with economic reality, and signs suggest the mania may be slowing

Artificial Intelligence: The Hype, The Hangover, and What Comes Next… For the past two years, artificial intelligence has dominated headlines, boardrooms, and investor portfolios. From generative models that write poetry to chips that promise to revolutionise data processing, AI has been hailed as the engine of a new industrial age. But as 2025 unfolds, the …

Google goes nuclear: part 2 Powering the AI revolution – the effects!

Google’s nuclear pivot aligns with green energy goals—but contrasts sharply with Alaska’s oil expansion, which raises environmental concerns Google’s move to restart the Duane Arnold nuclear plant in Iowa is part of a broader strategy to power its AI infrastructure with carbon-free energy. Nuclear fission, while controversial, is considered a low-emissions source and offers round-the-clock …

Google Goes Nuclear: Part 1 Powering the AI Revolution with Atomic Energy

In a bold move that signals the escalating energy demands of artificial intelligence, Google has announced plans to invest heavily in nuclear power to fuel its data centres. As AI models grow more complex and compute-intensive, the tech giant is turning to atomic energy as a stable, carbon-free solution to meet its insatiable appetite for …

AWS Outage Reveals Fragility of Global Cloud Dependency

It was just one week ago on Monday 20th October 2025, Amazon Web Services (AWS) experienced a major outage that rippled across the digital world, disrupting operations for millions of users and businesses. The incident, which originated in AWS’s US-East-1 region, was reportedly traced to DNS resolution failures affecting DynamoDB—one of AWS’s core database services. …

Has the S&P 500 Become an AI Index?

In recent months, the S&P 500 has shown signs of evolving from a broad economic barometer into something far more concentrated: a proxy for artificial intelligence optimism. While traditionally viewed as a diversified snapshot of American corporate health, the index’s current composition and market behaviour suggest it’s increasingly tethered to the fortunes of a handful …

Markets on a Hair Trigger: Trump’s Tariff Whiplash and the AI Bubble That Won’t Pop

U.S. stock markets are behaving like a mood ring in a thunderstorm—volatile, reactive, and oddly sentimental. One moment, President Trump threatens a ‘massive increase’ in tariffs on Chinese imports, and nearly $2 trillion in market value evaporates. The next, he posts that: ‘all will be fine‘, and futures rebound overnight. It’s not just policy—it’s theatre, …

AI power – the energy hunger game!

As artificial intelligence surges into every corner of modern life—from predictive finance to generative art—the question isn’t just what AI can do, but what it consumes to do it. The energy appetite of large-scale AI models is no longer a footnote; it’s the headline. Training a single frontier model can devour as much electricity as …

Are we looking at an AI house of cards? Bubble worries emerge after Oracle blowout figures

There’s growing concern that parts of the AI boom—especially the infrastructure and monetisation frenzy—might be built on shaky foundations. The term ‘AI house of cards’ is being used to describe deals like Oracle’s multiyear agreement with OpenAI, which has committed to buying $300 billion in computing power over five years starting in 2027. That’s on …

NVIDIA Hits $4 trillion market cap as AI dominance drives market surge

In a historic moment for global markets, NVIDIA has become the first publicly traded company to reach a staggering $4 trillion market capitalisation, underscoring its pivotal role in the artificial intelligence revolution. The chipmaker’s shares climbed to an all-time high of $164 this week, fuelled by relentless investor enthusiasm for AI technologies. Originally known for …