AWS

Cloud

Gartner warns AI data center capex is ‘unsustainable’ as $3.5T write-down risk looms

The AI data center boom may be headed for a brutal reset, with Gartner warning today’s capex trajectory could trigger trillions in write-downs and wipe out most neoclouds.

Diana Goovaerts Oct 15, 2026 12:00pm

Elliott pushes DT to prioritize buybacks over T-Mobile US mega-merger

Sep 3, 2026 6:38pm

AWS and Microsoft launch multicloud networking in preview

Sep 1, 2026 9:43am

AWS massively upsizes its Nvidia GPU order

Aug 28, 2026 11:28am

ROI is not enough: Telcos seek unique value from AI

Aug 17, 2026 9:15am

Nvidia’s $500B private equity AI funding deal isn’t a good sign

Aug 14, 2026 2:40pm