Historical parallels: fiber glut after the 1990s buildout

Tech companies are pouring billions into developing the infrastructure necessary to meet the demand for artificial intelligence. But what does that infrastructure look like on the ground? Marketplace Tech’s Meghan McCarty Carino joins Kimberly to share her takeaways after visiting a variety of data centers and reporting on the surge in AI investment. Plus, we’ll weigh in on microdramas and AI slop during a round of Half Full/Half Empty!

Here’s everything we talked about today:

• "Inside the relentless race for AI capacity" Financial Times
• "Redwood Materials built record grid storage project using old EV batteries" Canary Media
• "Just how big is the AI investment wave?" from Reuters
• "YouTube says battling ‘AI slop’ is a top priority" from The L.A. Times
• "TikTok-like microdramas are going to make billions this year, even though they kind of suck" from Tech Crunch
• "Apple to Revamp Siri as a Built-In iPhone, Mac Chatbot to Fend Off OpenAI" from Bloomberg 
• "Ads Are Coming to ChatGPT. Here’s How They’ll Work" from Wired

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