Tag: Data Centres

Data-centre water problem illustrated by cooling equipment beside an AI server campus in a water-stressed region

The Data-Centre Water Problem: Next Constraint on the AI Boom

Neeraj Kapoor
9 Min Read

Water is becoming a decisive local constraint on AI infrastructure, influencing data-centre…

AI and interest rates as data centre investment and bond borrowing increase global capital demand

Why AI Could Push Interest Rates Higher Instead of Lower

Arvind Rao
22 Min Read

Artificial intelligence promises higher productivity and lower costs, but the massive infrastructure…