News reporting focused on AI and machine learning, covering the companies behind these technologies, their real-world applications, and the ethical concerns they raise. This includes areas like generative AI (large language models, text-to-image and video), speech tech, and predictive analytics.
A new analysis by Ben Lorica warns that the AI boom's biggest risk is not demand but the financing structure behind compute contracts. Take-or-pay agreements signed during the 2025-2026 boom have a 'teaser period' with payments due in 2027-2028, creating a potential funding gap of $375 billion. OpenAI's compute commitments could exceed 200% of revenue by 2027, and without new capital, cash turns negative in Q1 2027.
The massive energy demands of artificial intelligence are driving a nuclear power renaissance in the United States. Tech giants including Microsoft, Google, Amazon, and Meta have committed billions of dollars to finance nuclear projects, securing nearly 10 gigawatts of capacity. Microsoft alone is investing $16 billion to restart a reactor at Three Mile Island, which will power its AI data centers. This shift marks the first time in decades that nuclear power has become financially viable again, with Big Tech effectively becoming power companies.