AI infrastructure
From Data Centers to Copper: AI Infrastructure Race Goes Deeper
The latest update to Mogin Law’s AI Deal Table shows that artificial intelligence competition is continuing to move past models and cloud capacity and even deeper into…
UK Consumer Action Against Apple iCloud Will Test Platform Antitrust Theories
What did a UK court rule in the suit brought against Apple iCloud for platform antitrust lock-in theories? The UK Competition Appeal Tribunal issued a Collective…
Microsoft–Chevron Deal Broadens the AI Competition Race for Power Generation
Why does the Microsoft–Chevron power deal matter for the future of AI competition? Microsoft’s agreement with Chevron to power a West Texas data center marks…
A.I. Deals Continue Focus on Much Needed Infrastructure
Capital flowing to physical and operational layers necessary if AI systems are to scale. The latest artificial intelligence-related transactions show that the center of gravity…
The $1T Artificial Intelligence Infrastructure Arms Race
Oracle, NVIDIA, AMD, SoftBank, and OpenAI setting the pace. Whenever a small group of dominant companies gains control of an emerging industry, competitive risks are…