Ai Data

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Jensen Huang, CEO of Nvidia. Photo by Kiyoshi Ota/Getty Images
Exclusive

Nvidia Discusses Funding Its AI Data Supplier Mercor at a $20 Billion Valuation

By Phoebe Liu and Julia Hornstein · Aug 19, 2026 10:48am PDT
Nvidia has discussed an investment in Mercor, a data labeling provider that helps the chip designer develop its open-source AI models, according to a person with knowledge of the process. The investment would be part of a $20 billion-valuation round. Existing investor General Catalyst has been in talks to lead the round. Historically, most of... Nvidia has discussed an investment in Mercor, a data labeling provider that helps the chip...
Demonstrators take part in a protest at the Utah State Capitol last month. Image via Getty
AI Infrastructure

The Economic Myths That AI Data Center Critics Believe

By Ann Davis Vaughan · Jun 22, 2026 8:37am PDT · 9 comments
I’ve been visiting large AI data center projects in rural and industrial communities in the Midwest, Southeast and West, and I have found that two things can be true at the same time: AI data centers have drawbacks but are better for communities than their residents think, and those communities can win a lot more financial concessions and... I’ve been visiting large AI data center projects in rural and industrial communities in the...
Photo: Jeff Kowalsky/Getty
The Electric

GM Doubles Down on Next-Gen Batteries in a Move on AI Data Centers

By Steve LeVine · Jun 9, 2026 2:00pm PDT
For a year, General Motors has been talking up plans to commercialize a next-generation manganese-based battery that would help it bypass China’s dominance of the electric vehicle and battery industries. For a year, General Motors has been talking up plans to commercialize a next-generation...
Getty Images.
The Information Finance

AI Data Center Debt Is Showing Up Everywhere

By Meredith Mazzilli · Oct 2, 2026 9:33am PDT
Debt financing for data centers and related infrastructure has grown rapidly enough that it’s become its own category these days—credit analysts are breaking out AI versus non–AI-linked debt across markets to analyze new issuance and performance. Several asset managers in recent months have filed to create exchange-traded funds focused on AI or... Debt financing for data centers and related infrastructure has grown rapidly enough that it’s...
CEO of Microsoft Satya Nadella. Photo by George Chan/Getty Images
Applied AI

Microsoft Tears Down Its AI Data Wall

By Kevin McLaughlin · Sep 29, 2026 9:38am PDT · 1 comment
Microsoft’s biggest products have generally thrived by letting other companies build on top of them. So Microsoft’s decision to join Apache Ossie, a 1-year-old software industry group aiming to make it easier for AI tools to access data from applications and databases, might not seem like a big deal. But actually it is.Just four months ago,... Microsoft’s biggest products have generally thrived by letting other companies build on top of...