[[{“value”:” Good Morning, Today’s article goes into our Datacenter section of the Newsletter. I have been following BigTech Earnings closely for Cloud growth vs. AI capex to better understand the state of datacenters in 2025. Keep in mind while Microsoft and Amazon have pulled back from Datacenter plans, the cost of AI infrastructure is also Read more Read More on Israel NOWlej
McKinsey’s Cost of Compute AI Infrastructure Analysis
