AI Data Centers and Their Role in the Tech Industry
The article discusses the growing importance of data centers in supporting AI workloads, with companies like CoreSite, Amazon, Alphabet, Meta, and Microsoft investing heavily in infrastructure. The CEO of CoreSite compares data centers to digital shopping malls, highlighting shared resources and the scale of investment in AI infrastructure.

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Topics: AI arms race AI infrastructure Big Tech Broadcom CoreSite data centers GE Vernova Nvidia