Ai Data

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Recent Articles about Ai Data
Ford has canceled the electric F-150 pickup and will reintroduce it as an extend-drive hybrid. Photo: Scott Olson/Getty
The Electric

The Electric: Ford’s Leap Into Powering AI Data Centers Reflects an Industry Adrift

By Steve LeVine · Dec 22, 2025 4:30am PST
In Ford’s third-quarter earnings call in October, Ford CEO Jim Farley was typically optimistic about the company’s prospects for selling electric vehicles, predicting that a planned midsize electric pickup, to be released in 2027, would wow customers. In Ford’s third-quarter earnings call in October, Ford CEO Jim Farley was typically optimistic...
A stationary storage production line in Luoyang, China. Photo:VCG/Getty
The Electric

The Electric: Batteries for AI Data Centers Have Dropped 45% In Price This Year

By Steve LeVine · Dec 11, 2025 4:30am PST
Last month, a senior Chinese government official told a gathering of a dozen of the country’s battery titans to scale back their “irrational” price war. One of the reasons: Their cutthroat competition had driven a startling 45% drop this year in the price of stationary storage batteries, used to back up electricity grids and AI data centers. The... Last month, a senior Chinese government official told a gathering of a dozen of the country’s...
Chart by Shane Burke.
True Value

Arista Is the AI Data Center Networking Stock to Watch

By Anita Ramaswamy · Dec 9, 2025 11:06am PST · 5 comments
All the data centers hastily going up around the country for AI need networking pipes and software for moving data around. A few companies specialize in selling the networking gear, but one company, Arista Networks, stands out as undervalued on Wall Street. Arista has a much higher gross margin—64%—than rival Celestica, whose margin... All the data centers hastily going up around the country for AI need networking pipes and...
Screenshot of Adam Sullivan, left, via YouTube. Photo of Mike Intrator by Getty Images.
As AI Data Centers Face Delays, the Blame Game Begins
By Anissa Gardizy · Nov 24, 2025 10:11am PST · 1 comment
Screenshot of Adam Sullivan, left, via YouTube. Photo of Mike Intrator by Getty Images.
AI Infrastructure

As AI Data Centers Face Delays, the Blame Game Begins

By Anissa Gardizy · Nov 24, 2025 10:11am PST · 1 comment
The mood is shifting in AI data center circles. The euphoria of record-setting, multi-gigawatt deals has given way to finger pointing as deadlines to get AI servers online slip or get dangerously close to falling behind.For months, data center builders have told me many of the gigawatt-size AI server facilities are running behind schedule... The mood is shifting in AI data center circles. The euphoria of record-setting, multi-gigawatt...
Josh Klahr, a product management leader at Snowflake. Art by Clark Miller; YouTube.
Applied AI

Snowflake Tries to End the AI Data-Access Wars

By Amir Efrati and Kevin McLaughlin · Sep 25, 2025 10:44am PDT
Snowflake is reversing an incendiary trend of software incumbents such as Salesforce and Atlassian walling off data in their applications from artificial intelligence startups that threaten them.On Tuesday, Snowflake said a consortium of more than a dozen other enterprise app and database providers—including, ironically, Salesforce—have... Snowflake is reversing an incendiary trend of software incumbents such as Salesforce and...
Applied AI Newsletter
Laura Bratton takes you inside how businesses are using AI to automate work.
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Blackstone's Jon Gray, left, and Macquarie's Shemara Wikramanayake. Photos by Getty

AI Data Center Lenders to Watch

By Miles Kruppa · Sep 23, 2025 6:00am PDT
The astounding financial demands of artificial intelligence have forced the tech industry to embrace a new source of funding: lenders that can quickly write multi-billion dollar checks. These banks and investors range from giants like JPMorgan Chase and Blackstone to lesser known lenders such as Sumitomo Mitsui Banking Corp. and Macquarie. They... The astounding financial demands of artificial intelligence have forced the tech industry to...
Edo Liberty, founder and CEO of Pinecone. Screenshot via TedAI San Francisco.
Exclusive

Top-Funded AI Database Startup Pinecone Considers a Sale

By Valida Pau, Stephanie Palazzolo and Kevin McLaughlin · Aug 28, 2025 6:05pm PDT · 1 comment
When the artificial intelligence boom began a few years ago, investors flocked to startups that helped businesses transform and store proprietary data in a format AI could understand, known as a vector database. The technology allowed businesses to use a customized AI chatbot to search or analyze their customer and sales information. Since then,... When the artificial intelligence boom began a few years ago, investors flocked to startups that...
Bret Taylor, CEO of Sierra and chairman of OpenAI's board.
Sierra CEO and OpenAI Chair on Rising AI Costs, GPT-5, and AI Data Wars
By Stephanie Palazzolo · Aug 21, 2025 7:15am PDT
Bret Taylor, CEO of Sierra and chairman of OpenAI's board.
AI Agenda

Sierra CEO and OpenAI Chair on Rising AI Costs, GPT-5, and AI Data Wars

By Stephanie Palazzolo · Aug 21, 2025 7:15am PDT
If there’s one thing the artificial intelligence industry hasn’t been lacking in recently, it’s news. So on Wednesday’s episode of TITV, our editor-in-chief Jessica Lessin asked Bret Taylor, CEO of customer-support agent firm Sierra, and Winston Weinberg, CEO of legal agent startup Harvey, for their thoughts on recent developments ranging from ... If there’s one thing the artificial intelligence industry hasn’t been lacking in recently, it’s...
Photo via Getty
Applied AI

OpenAI Leans Into Consulting; The New AI Data War

By Aaron Holmes · Jul 1, 2025 10:04am PDT · 1 comment
OpenAI has a long habit of launching products and features that compete with other tech startups that sell apps or services using OpenAI’s artificial intelligence.Now, OpenAI has its eye on the market for AI consulting services that help large enterprises develop their own AI apps—if they’re willing to spend at least $10 million, as Sri and I... OpenAI has a long habit of launching products and features that compete with other tech startups...
Solar array atop an AI data center in Centennial, Colo. Photo: RJ Sangosti/MediaNews Group/The Denver Post/Getty
The Electric

The Electric: Fear of Trump's Wrath Kept Industry From Lobbying to Save AI Data Center Subsidies—Until Now

By Steve LeVine · Jun 12, 2025 4:30am PDT
After sitting on the political sidelines for months, tech, utility and energy companies—panicked that the repeal of tax credits threatens the expansion of artificial intelligence data centers—have gone on a massive, late lobbying campaign to persuade Congress to preserve the subsidies.But with President Donald Trump at the spearpoint of the... After sitting on the political sidelines for months, tech, utility and energy companies—panicked...