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zerohedge
zerohedge|Oct 20, 2025 15:51
OpenAI-Microsoft Friction Grows As ChatGPT App Growth Slows, Data Center Buildout Risks Overcapacity (zerohedge)
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Timeline

Nov 14, 23:37BLACKROCK and ACS form a data center joint venture
Nov 13, 13:29Core AI launches $5 billion data center plan
Nov 12, 13:58Increase in the energy gap needed to drive the AI revolution
Nov 12, 11:19Artificial intelligence-related companies issued $139 billion in corporate bonds.
Nov 11, 18:44AMD expects data center revenue to reach tens of billions of dollars by 2027.
Nov 07, 00:34Bitcoin mining company IREN transitions to AI data center
Nov 06, 19:50OpenAI is projected to achieve an annualized revenue of over $20 billion.
Nov 06, 14:06Cipher Mining issues $1.4 billion in senior secured notes
Nov 04, 00:27HIVE acquires Canadian land to expand AI data center
Oct 30, 22:36Riot's net profit for the third quarter was $104.5 million, with record-breaking revenue.

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