Hardware & Robotics

Category: Data Centers

Where the compute actually lives, and what it costs to run.

Data Centers, Markets

Oracle’s Debt-Fueled AI Bet, Explained

A New York Times investigation details how Oracle borrowed tens of billions to fund AI data centers, with its debt downgraded to near-junk status and $300 billion riding on a single OpenAI contract.
Chips & GPUs, Data Centers

NVIDIA’s Vera Rubin Chips Start Shipping to Cloud Providers This Fall

NVIDIA’s Vera Rubin platform, succeeding Blackwell, entered full production in June 2026 and begins shipping to eight cloud partners this fall, claiming 10x lower inference costs.

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