The Fed chair considers artificial intelligence decisive for the future of rates. Behind the statement: a central banker securing flexibility in an environment impossible to model.
yesterday 8 9
A real estate developer is suing the city of Eagan (Minnesota) to lift its moratorium on AI data centers. A new legal front that complicates the deployment of hyperscalers, while a 900-acre project is announced in Iowa.
Jun 29, 2026 at 20:49 10 12
The first federal bill directly targeting AI data centers injects a regulatory risk premium into a sector weighing $600 billion in announced CAPEX by 2027.
Jun 25, 2026 at 16:29 9 8
CoreWeave (CRWV) has signed ~$24 billion in contracts with Microsoft and OpenAI. Yet its stock price is down 15% below its IPO price. The issue: funding a capital-intensive GPU infrastructure in a high-interest-rate environment, with structurally negative free cash flow.
Jun 24, 2026 at 10:00 13 8
The UN Secretary-General launches an initiative to enforce environmental transparency in AI - a sign that regulatory pressure on the energy consumption of data centers is becoming institutionalized at the global level.
Jun 23, 2026 at 22:11 7 5
